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3761 Westerre Parkway Suite G, Richmond, VA 23233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-10-08 |
Branch Locations
3761 Westerre Parkway Suite G, Richmond, VA 23233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Richmond | VA | 07/2017 | 09/2025 |
| Suntrust Mortgage | Richmond | VA | 07/2016 | 12/2016 |
| Unemployed | Richmond | VA | 01/2017 | 07/2017 |
| Hermitage Wealth Management, Inc. | Richmond | VA | 09/2025 | Present |
| Osaic Wealth, Inc. | Richmond | VA | 02/2021 | Present |
1) HERMITAGE WEALTH MANAGEMENT, INC. POSITION: Plan Service Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/17/2017 ADDRESS: 3761 Westerre Parkway, Suite G, Richmond VA 23233 DESCRIPTION: I am an assistant to registered representatives of the Firm and assist them with their business. 2) CAPITOL FINANCIAL SERVICES POSITION: Plan Service Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2017 ADDRESS: 3761 Westerre Parkway, Suite G Richmond, VA 23233 DESCRIPTION: I am an assistant to registered representatives of Hermitage Wealth Management and assist them with their business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
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