HERITAGE WEALTH ADVISORS, LLC

Legal name: HERITAGE WEALTH ADVISORS

CRD #137484 SEC #801-64803 RICHMOND, VA 804-643-4080

SEC Registered Private Funds

Total AUM

$4.6B

Discretionary

$4.5B

Employees

Clients

251

Accounts

1,623

Firm Details

Organization Type: Limited Liability Company
State of Formation: Virginia
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 7, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BACON, LAURA	I	CHIEF OPERATING OFFICER	NA	Control
BACON, LAURA, BENTLEY	I	CHIEF OPERATING OFFICER	NA	Control
BACON, LAURA, BENTLEY	I	CHIEF OPERATING OFFICER	NA	Control
BACON, LAURA, BENTLEY	I	CHIEF OPERATING OFFICER	NA	Control
BACON, LAURA, BENTLEY	I	CHIEF OPERATING OFFICER	NA	Control
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	DIRECTOR OF RESEARCH	NA	Control
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA	Control
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	RESEARCH MANAGER	NA
BARONIAN, CAROLINE, ELIZABETH	I	DIRECTOR OF RESEARCH	NA	Control
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	SENIOR RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	RELATIONSHIP MANAGER	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA	Control
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA	Control
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA	Control
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA	Control
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	NA	Control
COOKE, STEVEN, FREDERICK	I	CHIEF COMPLIANCE OFFICER	NA
FORTIN, JONATHAN, MICHAEL	I	TAX DIRECTOR	NA
FORTIN, JONATHAN, MICHAEL	I	TAX DIRECTOR	NA
FORTIN, JONATHAN, MICHAEL	I	TAX DIRECTOR	NA
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
GOCHENOUR, SARA, FRAZIER	I	CHIEF OPERATING OFFICER	NA	Control
HENDERSON, STEVEN, COLES	I	DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
HENDERSON, STEVEN, COLES	I	MANAGING DIRECTOR OF PRIVATE INVESTMENTS AND FOUNDATION STRATEGIES	NA
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
LEITER, TINA, MARIE	I	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	NA	Control
PROUTT, MARTHA, ORR	I	RELATIONSHIP MANAGER	NA
PROUTT, MARTHA, ORR	I	RELATIONSHIP MANAGER	NA
ROBERTS, MEAGAN, ELIZABETH	I	MANAGING DIRECTOR CLIENT SERVICES	NA	Control
ROBERTS, MEAGAN, ELIZABETH	I	MANAGING DIRECTOR CLIENT SERVICES	NA	Control
ROBERTS, MEAGAN, ELIZABETH	I	MANAGING DIRECTOR CLIENT SERVICES	NA	Control
ROBERTS, MEAGAN, ELIZABETH	I	MANAGING DIRECTOR CLIENT SERVICES	NA	Control
ROBERTS, MEAGAN, ELIZABETH	I	MANAGING DIRECTOR CLIENT SERVICES	NA	Control
SISISKY, MARK, BROWN	I	MANAGING DIRECTOR	NA
SISISKY, MARK, BROWN	I	MANAGING DIRECTOR	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA	Control
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA	Control
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	NA	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	E	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	E	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	E	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	E	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	E	Control
FEATHERNGILL, LISA, RUDOLPH	I	MANAGING DIRECTOR	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	CHIEF COMPLIANCE OFFICER	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	MANAGING DIRECTOR	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	CHIEF COMPLIANCE OFFICER	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	MANAGING DIRECTOR	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	CHIEF COMPLIANCE OFFICER	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	D	Control
FEATHERNGILL, LISA, RUDOLPH	I	MANAGING DIRECTOR	C	Control
JORDAN, JOHN, GWYN	I	INVESTMENT MANAGEMENT DIRECTOR	C	Control
JORDAN, JOHN, GWYN	I	INVESTMENT MANAGEMENT DIRECTOR	C	Control
JORDAN, JOHN, GWYN	I	INVESTMENT MANAGEMENT DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
REMO HERITAGE VENTURE, LLC	DE	MEMBER	C	Control
HILL, CHARLES, THOMAS	I	SENIOR RELATIONSHIP MANAGER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
HILL, CHARLES, THOMAS	I	SENIOR RELATIONSHIP MANAGER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	B	Control
HILL, CHARLES, THOMAS	I	SENIOR RELATIONSHIP MANAGER, CHIEF OPERATING OFFICER	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF CLIENT SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
HILL, CHARLES, THOMAS	I	DIRECTOR OF TAX SERVICES	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
JORDAN, JOHN, GWYN	I	CHIEF INVESTMENT OFFICER	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER, MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
REMO, DELORES, ANN	I	CHIEF EXECUTIVE OFFICER AND MANAGING DIRECTOR	B	Control
BARONIAN, CAROLINE, ELIZABETH	I	DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	MANAGING DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	MANAGING DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	MANAGING DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	MANAGING DIRECTOR OF INVESTMENTS	A	Control
BARONIAN, CAROLINE, ELIZABETH	I	MANAGING DIRECTOR OF INVESTMENTS	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	LEAD ADVISOR	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
CHAMBERS, MARSHALL, OGDEN	I	DIRECTOR OF CLIENT STRATEGY AND DEVELOPMENT	A	Control
COOKE, STEVEN, FREDERICK	I	CHIEF COMPLIANCE OFFICER	A
COOKE, STEVEN, FREDERICK	I	CHIEF COMPLIANCE OFFICER	A
HILL, CHARLES, THOMAS	I	CLIENT SERVICES MANAGER	A
HILL, CHARLES, THOMAS	I	CLIENT SERVICES MANAGER	A
HILL, CHARLES, THOMAS	I	CLIENT SERVICES MANAGER	A
HILL, CHARLES, THOMAS	I	CHIEF COMPLIANCE OFFICER	A	Control
HILL, CHARLES, THOMAS	I	CHIEF COMPLIANCE OFFICER	A	Control
HILL, CHARLES, THOMAS	I	CHIEF COMPLIANCE OFFICER	A	Control
PROUTT, MARTHA, ORR	I	RELATIONSHIP MANAGER	A
PROUTT, MARTHA, ORR	I	RELATIONSHIP MANAGER	A
PROUTT, MARTHA, ORR	I	SENIOR RELATIONSHIP MANAGER	A
PROUTT, MARTHA, ORR	I	DIRECTOR OF MARKETING AND SPECIAL PROJECTS, LEAD ADVISOR	A
PROUTT, MARTHA, ORR	I	DIRECTOR OF MARKETING AND SPECIAL PROJECTS, LEAD ADVISOR	A
SIMMER, SARAH, CHRISTINE	I	MANAGING DIRECTOR OF CLIENT EXPERIENCE	A	Control
SIMMER, SARAH, CHRISTINE	I	MANAGING DIRECTOR OF CLIENT EXPERIENCE	A	Control
SIMMER, SARAH, CHRISTINE	I	MANAGING DIRECTOR OF CLIENT EXPERIENCE	A	Control
SIMMER, SARAH, CHRISTINE	I	MANAGING DIRECTOR OF CLIENT EXPERIENCE	A	Control
SIMMER, SARAH, CHRISTINE	I	MANAGING DIRECTOR OF CLIENT EXPERIENCE	A	Control
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	A	Control
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	A	Control
Simmer, Sarah, Christine	I	PARTNER AND SENIOR WEALTH ADVISER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
REMO, DELORES, ANN	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control
Remo, James, Frank	I	REMO HERITAGE VENTURE, LLC	D	Control

Registrations

Federal

Nov 7, 2025 REGISTERED

Notice Filings (14)

CA DC FL GA LA MD NC NH NY PA SC TN TX VA

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