Heritage Financial LLC

Heritage Financial LLC is a legitimate VA Limited Liability Company, consisting of a small team of six employees, five of whom are engaged in advisory roles. Despite its modest size, the firm has established a solid reputation in the financial sector, serving a select clientele of five clients. The business is fully compliant with SEC regulations, having received its Approved status in November 2018.

• 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%

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