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919 East Main Street Suite 950, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-02-06 |
Branch Locations
919 East Main Street Suite 950, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Lynchburg | Lynchburg | VA | 08/2012 | 09/2017 |
| Foresters Financial Services | Glen Allen | VA | 09/2017 | 06/2019 |
| Cetera Investment Advisers Llc | Glen Allen | VA | 06/2019 | 01/2020 |
| Heritage Wealth Advisors | Richmond | VA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
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