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Kristen Barnes Puryear

Heritage Wealth Advisors

Charlottesville, VA

Richmond, VA

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Current Employers
Heritage Wealth Advisors

919 East Main Street Suite 950, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-17
  • VA RA
    APPROVED
    Since 2022-03-17

Branch Locations

The Code Building 240 W Main St, Charlottesville, VA 22902 • United States

919 East Main Street Suite 950, Richmond, VA 23219 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Richmond VA 06/2017 02/2022
Chesterfield County Public Schools Chesterfield VA 01/2013 06/2017
Heritage Wealth Advisors Richmond VA 02/2022 Present
Previous Registrations
Other Businesses

Licensed Insurance Agent; not investment-related; started 04/2019; zero hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-25
  • S66 Uniform Combined State Law Examination
    2018-01-25
Designations
Other Names
  • Kristen Barnes
  • Kristen Elizabeth Barnes

View on SEC IAPD

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