Heritage Financial LLC
Legal Name: HERITAGE FINANCIAL LLC
7001 HERITAGE VILLAGE PLAZA, SUITE 190, GAINESVILLE, VA
Full Contact Details
Heritage Financial LLC
7001 HERITAGE VILLAGE PLAZA, SUITE 190, GAINESVILLE, VA
703-754-1233
703-754-2122
Other Info
Heritage Financial LLC is legally known as HERITAGE FINANCIAL LLC. It is a VA Limited Liability Company. This firm has 6 employees, of which 5 are employees in advisory roles. It serves 5 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 26, 2018.
Direct Owners
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DAVID KALANI MORTON
PRINCIPAL owns more than 10% but less than 25%
-
ELIZABETH LANNON CLARK
PRINCIPAL & CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
JAMES ROBERT MOON
MEMBER owns more than 10% but less than 25%
-
MARK GRISHAM COOKE
PRINCIPAL owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 13, 2019
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