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Heidi A Partida

Edward Jones

Ashburn, VA

Purcellville, VA

CRD 7837772

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-25
VA RA APPROVED 2025-07-28
  • TX RA
    APPROVED
    Since 2025-09-25
  • VA RA
    APPROVED
    Since 2025-07-28

Branch Locations

23710 Schooler Plaza Suite 210, Ashburn, VA 20148 • United States

Purcellville, VA • 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
Guidance Residential Reston VA 09/2009 06/2025
Guidance Securities Llc Reston VA 12/2023 06/2025
Guidance Investments Llc Reston VA 03/2024 06/2025
Edward Jones Reston VA 07/2025 Present
  • 09/2009 → 06/2025
    Guidance Residential
    Reston, VA
  • 12/2023 → 06/2025
    Guidance Securities Llc
    Reston, VA
  • 03/2024 → 06/2025
    Guidance Investments Llc
    Reston, VA
  • 07/2025 → Present
    Edward Jones
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-16
  • S66 Uniform Combined State Law Examination
    2024-04-16
Other Names
  • Heidi Ann Scott
  • Heidi Ann Klaus
  • Heidi Ann Von Klausen
  • Heidi Ann Partida

View on SEC IAPD

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