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Current Employers
Heritage Investors Management Corp

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-01
TX RA APPROVED 2024-09-04
  • MD RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-09-04

Branch Locations

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878 • 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
Harbour Capital Advisors, Llc Mclean VA 06/2016 08/2023
Heritage Investors Management Corp Bethesda MD 09/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-03-27
  • S63 Uniform Securities Agent State Law Examination
    2006-03-27
Designations

View on SEC IAPD

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