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Andrew Tyler Downey

Heritage Financial LLC

Gainesville, VA

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Current Employers
Heritage Financial Llc

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-31
VA RA APPROVED 2024-05-31
  • TX RA
    APPROVED
    Since 2024-05-31
  • VA RA
    APPROVED
    Since 2024-05-31

Branch Locations

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • 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
Heritage Financial, Llc Gainesville VA 01/2024 Present
Rolling Rock Club Ligonier PA 06/2016 07/2018
University Of Pittsburgh-Johnstown Johnstown PA 06/2014 04/2018
Culpeper County Public Schools Culpeper VA 07/2018 07/2019
Prince William County Public Schools Manassas VA 07/2019 01/2024
The University Of Pittsburgh-Johnstown Johnstown PA 06/2014 04/2018
Bloomin' Genius Greensburg PA 05/2017 07/2018
  • 01/2024 → Present
    Heritage Financial, Llc
    Gainesville, VA
  • 06/2016 → 07/2018
    Rolling Rock Club
    Ligonier, PA
  • 06/2014 → 04/2018
    University Of Pittsburgh-Johnstown
    Johnstown, PA
  • 07/2018 → 07/2019
    Culpeper County Public Schools
    Culpeper, VA
  • 07/2019 → 01/2024
    Prince William County Public Schools
    Manassas, VA
  • 06/2014 → 04/2018
    The University Of Pittsburgh-Johnstown
    Johnstown, PA
  • 05/2017 → 07/2018
    Bloomin' Genius
    Greensburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Gainesville, VA
EDWARD JONES · GAINESVILLE, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Gainesville, VA
BLACKRIDGE ASSET MANAGEMENT, LLC · Gainesville, VA
BLACKRIDGE ASSET MANAGEMENT, LLC · Gainesville, VA
CETERA INVESTMENT ADVISERS LLC · GAINESVILLE, VA
LPL FINANCIAL LLC · GAINSVILLE, VA
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