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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| VA | RA | APPROVED | 2025-01-24 |
Branch Locations
One Columbus Center Suite 800, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Virginia Beach | VA | 02/1983 | 01/2025 |
| Osaic Wealth, Inc. | Virginia Beach | VA | 01/2025 | Present |
1)HERITAGE FINANCIAL CONSULTANTS, LLC / DAVID A. COOPER ONE COLUMBUS CENTER SUITE 800 VIRGINIA BEACH, VA 23462 CATEGORY: INSURANCE INVESTMENT-RELATED: Y TITLE: AGENT DUTIES: SALES AND SERVICING OF ACCIDENT INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE START DATE:6/83 HOURS PER MONTH:60 HOURS PER MONTH DURING TRADING HOURS:60 2)HERITAGE FINANCIAL CONSULTANTS LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: One Columbus Ctr, Ste 800, Virginia Beach VA 23462, United States DESCRIPTION: APG Payout with Heritage Financial Consultants LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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