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100 Trade Center Drive Suite G-700, Woburn, MA 01801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-06-25 |
| MA | RA | APPROVED | 2011-11-10 |
Branch Locations
100 Trade Center Drive Suite G-700, Woburn, MA 01801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Group, Inc. | Medford | MA | 02/2001 | Present |
| Coastal Equities, Inc | Wilmington | DE | 11/2015 | Present |
DBA: HERITAGE FINANCIAL GROUP, INC/HERITAGE INSURANCE GROUP. ZERO GOVERNORS AVE SUITE 35 MEDFORD, MA 02155. INSURANCE SALES. TITLE: PRESIDENT AND CEO. START DATE:6/13/2002. HOURS PER MONTH: 10 HOURS DURING TRADING: 6. ***OBA: HERITAGE WEALTH MANAGEMENT, INC. ZERO GOVERNORS AVENUE, SUITE 34, MEDFORD, MA 02155. REGISTERED INVESTMENT ADVISER (RIA), INVESTMENT RELATED. TITLE: PRESIDENT AND CEO. START DATE: 11/1/2011. HOURS PER MONTH: 160, HOURS DURING TRADING: 125. Bardown Enterprises LTD - This entity owns a girls Youth Hockey Team. Hours per month: 14, Hours during Trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-12 |
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