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7926 E 171St Street, Belton, MO 64012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-10-18 |
| TX | RA | APPROVED | 2022-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 11/2012 | 10/2022 |
| Heritage Financial Services Llc | Belton | MO | 04/2016 | Present |
| Heritage Asset Management, Llc | Belton | MO | 10/2022 | Present |
1) NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES LLC INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 4/2016; APX NUMBER OF HOURS PER MONTH: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2) NAME OF OTHER BUSINESS: JOHNSON INVESTMENT SOLUTIONS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: S CORPORATION; START DATE: 06/2014; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: S CORPORATON FOR TAX PURPOSES ONLY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-17 |
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