Brian M Cann

Current Employers

Heartwood Wealth Advisors, Llc

9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-10-07
VA	RA	APPROVED	2022-09-16

FL RA
APPROVED

Since 2022-10-07
VA RA
APPROVED

Since 2022-09-16

Branch Locations

9020 Stony Point Parkway Suite 325, Richmond, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Bank	Ft Lauderdale	FL	04/2010	10/2021
Not Employed	Ft Lauderdale	FL	11/2021	08/2022
Heartwood Wealth Advisors	Richmond	VA	09/2022	Present

04/2010 → 10/2021

Wells Fargo Bank

Ft Lauderdale, FL
11/2021 → 08/2022

Not Employed

Ft Lauderdale, FL
09/2022 → Present

Heartwood Wealth Advisors

Richmond, VA

Other Businesses

NaborForce Not Investment Related 2308 W. Main St., Richmond, VA 23220 Position / Nabor Helper Start date 11/2022 Approximately 2 hours per month, none during trading hours

Current Employers

Heartwood Wealth Advisors, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

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