Eric Thomas has been an investment adviser representative at Heritage Financial since January 2026, and is not listed among the firm’s executive officers or direct owners.
Heritage Financial, LLC is a Gainesville, VA firm with $408M under management, 350 clients and 7 advisers across 3 offices, as of its June 2026 filing.
- Heritage Financial LLCCurrent– present · under a yearGainesville, VA · Adviser representative · Firm CRD 285149
Investment adviser representative registrations
Eric Thomas is registered as an investment adviser representative in Virginia, since January 2026.
- VirginiaSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2025 |
| SIE | Securities Industry Essentials Examination | 8 January 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Eric Eugene Thomas
- CRD
- 8214883
- Firm
- Heritage Financial · CRD 285149
- Office
- 7001 HERITAGE VILLAGE PLAZA, SUITE 190, Gainesville, VA 20155
- Registration
- Investment adviser registration
- In the industry since
- January 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Thomas work?
Eric Thomas is an investment adviser representative registered through Heritage Financial, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Thomas a financial advisor?
Yes. Eric Thomas has a current investment-adviser registration in Virginia, through Heritage Financial since January 2026.
How many years of experience does Eric Thomas have?
Eric Thomas has 0 years in the financial industry, since January 2026, across 1 adviser firm.
What exams has Eric Thomas passed?
Eric Thomas has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2025.
Where is Eric Thomas based?
Eric Thomas’ registered office is in Gainesville, VA.
Is Eric Thomas registered with FINRA?
No. Eric Thomas has no current broker registration.
How can I verify Eric Thomas’ record?
Search CRD 8214883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Thomas’ full registration record.
