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Ian Andrew Harris

Heritage Wealth Management

Houston, TX

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Current Employers
Heritage Wealth Management

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-01-16
  • TX RA
    APPROVED
    Since 2013-01-16

Branch Locations

4400 Post Oak Parkway Suite 2510, Houston, TX 77027 • 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
Heritage Wealth Management Houston TX 08/2012 Present
Previous Registrations
  • 2010-11-22 → 2012-09-24
    Pnc Managed Account Solutions, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-10
  • S66 Uniform Combined State Law Examination
    2008-08-10
Designations

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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