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1900 Campus Commons Drive Suite 600, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-06-06 |
Branch Locations
3211 Peoples Drive Suite 110, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Harrisonburg | VA | 07/2017 | 06/2018 |
| Sentara Healthcare | Harrisonburg | VA | 03/2009 | 05/2018 |
| Acorn Financial Advisory Services, Inc. | Harrisonburg | VA | 06/2018 | Present |
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 06/2018 | Present |
1. Minority ownership (1%) in Heishman Family LLC. 2786 North Mountain Road, Mount Jackson, VA 22842. Not investment related. Family farm. June 2012. Minimal time devoted to activity. 2. Donald Heishman - Fixed insurance. Investment related. 3211 Peoples Drive, Suite 110, Harrisonburg, VA 22801. Fixed insurance - life, LTC, Medicare supplement, disability. Agent (self employed owner). Start date: 06/06/2018. 15 hours/month, 8 during trading. Fixed insurance sales. 3. Acorn Financial Services (Acorn Financial Advisory Services, Inc.). Investment related. 3211 Peoples Drive, Suite 110, Harrisonburg, VA 22801. Registered investment adviser. Investment Adviser Representative. Start date: 06/06/2018. 150 hours/month, 130 during trading. Asset management and financial planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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