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607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-04 |
Branch Locations
607 Cheek Sparger Road Suite 150, Colleyville, TX 76034 • 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 Tax Advisors | Colleyville | TX | 01/2012 | Present |
| Heritage Retirement Advisors | Colleyville | TX | 10/2012 | Present |
GREGORY HUTTO IS INDIVIDUALLY LICENSED AS AN INSURANCE AGENT WITH THE STATE OF TEXAS. GREGORY HUTTO IS THE OWNER OF HERITAGE TAX ADVISORS LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-18 |
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