Best Investors
Account
Sign in
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 |
|---|---|---|---|---|
| Men's Wearhouse | Glen Allen | VA | 05/2017 | 11/2018 |
| James Madison University | Harrisonburg | VA | 08/2014 | 05/2017 |
| Royal Alliance Associates, Inc. | Henrico | VA | 11/2018 | 03/2024 |
| Osaic Wealth, Inc. | Richmond | VA | 03/2024 | Present |
| Hermitage Wealth Management | Richmond | VA | 01/2018 | 11/2018 |
| Osaic Wealth, Inc. | Richmond | VA | 01/2018 | 09/2025 |
| Hermitage Wealth Management, Inc. | Richmond | VA | 09/2025 | Present |
1. MUNN-CRAFTON, LLC POSITION: Owner NATURE: For my disability insurance and any health insurance business I do. Also, if I have any fixed annuity business. LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/25/2019 ADDRESS: 3500 Heaton Court, Midlothian VA 23112, United States DESCRIPTION: Sole owner of company 2. HERMITAGE WEALTH MANAGEMENT, INC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/30/2018 ADDRESS: 3761 Westerre Pkwy, Suite G, Richmond VA 23233, United States DESCRIPTION: Hermitage Wealth Management, Inc.is the name I use to conduct and market my business 3. CAPITOL FINANCIAL SOLUTIONS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 225 SECURITIES TRADING HOURS: 130 START DATE: 12/29/2017 ADDRESS: 3761 Westerre Pkwy, Suite G, Richmond VA 23233, United States DESCRIPTION: I assist individuals with financial planning and investment advice to achieve their goals. 4. HERMITAGE WEALTH MANAGEMENT INC POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/02/2018 ADDRESS: 3761 Westerre Pkwy, Suite G, Richmond VA 23233, United States DESCRIPTION: Fixed Insurance Broker 5. HERMITAGE WEALTH POSITION: Financial Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2025 ADDRESS: 3761 Westerre Pkwy, Suite G, Richmond VA 23233, United States DESCRIPTION: Provide investment advice to outside parties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
Reach out to this advisor