CP
Charles Patrick Weidman
CRD 3252726
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Financial Counselors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Financial Counselors, Llc
Managing Member & Chief Compliance Officer · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗