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Loy Durant Thompson

Heritage Capital Partners,Inc.

Charlotte, NC

CRD 4793896

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Employer firm

Heritage Capital Partners,Inc. CRD 120748

$78.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Heritage Capital Partners,Inc.

4500 Cameron Valley Parkway Suite 245, Charlotte, NC 28211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2004-05-03
  • NC RA
    APPROVED
    Since 2004-05-03

Branch Locations

4500 Cameron Valley Parkway Suite 245, Charlotte, NC 28211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Consultant Charlotte NC 01/1999 Present
  • 01/1999 → Present
    Consultant
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-21
  • S65 Uniform Investment Adviser Law Examination
    2004-04-21

View on SEC IAPD

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