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Madison Sue Carleton

Heritage Wealth Management

Houston, TX

CRD 8218667

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Employer firm

Heritage Wealth Management CRD 122394

$358M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Heritage Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-29
  • TX RA
    APPROVED
    Since 2026-08-29

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
Lutherhill Ministries La Grange TX 05/2019 08/2019
Dick's Sporting Goods Sugar Land TX 05/2021 08/2021
Bank Of America Houston TX 06/2022 08/2022
Bank Of America Houston TX 07/2023 03/2025
Heritage Wealth Management Houston TX 03/2025 Present
Texas A&M University College Station TX 08/2019 05/2023
Student Houston TX 08/2015 05/2019
  • 05/2019 → 08/2019
    Lutherhill Ministries
    La Grange, TX
  • 05/2021 → 08/2021
    Dick's Sporting Goods
    Sugar Land, TX
  • 06/2022 → 08/2022
    Bank Of America
    Houston, TX
  • 07/2023 → 03/2025
    Bank Of America
    Houston, TX
  • 03/2025 → Present
    Heritage Wealth Management
    Houston, TX
  • 08/2019 → 05/2023
    Texas A&M University
    College Station, TX
  • 08/2015 → 05/2019
    Student
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-29
  • S65 Uniform Investment Adviser Law Examination
    2026-08-29

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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