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Frederick Richards Maclean

Heritage Investment Group, Inc.

Pompano Beach, FL

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Current Employers
Heritage Investment Group, Inc.

2480 N.E. 23Rd Street, Pompano Beach, FL 33062 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-10-25
  • FL RA
    APPROVED
    Since 2021-10-25

Branch Locations

2480 N.E. 23Rd Street, Pompano Beach, FL 33062 • 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
Dimensional Fund Advisors Charlotte NC 08/2017 04/2021
Heritage Investment Group, Inc. Pompano Beach FL 07/2021 Present
Dfa Securities Llc Charlotte NC 12/2017 05/2021
Wake Forest University Winston-Salem NC 08/2013 05/2017
  • 08/2017 → 04/2021
    Dimensional Fund Advisors
    Charlotte, NC
  • 07/2021 → Present
    Heritage Investment Group, Inc.
    Pompano Beach, FL
  • 12/2017 → 05/2021
    Dfa Securities Llc
    Charlotte, NC
  • 08/2013 → 05/2017
    Wake Forest University
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-04
S63 Uniform Securities Agent State Law Examination 2018-04-05
  • S66 Uniform Combined State Law Examination
    2021-10-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-05
Designations

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KOVACK ADVISORS, INC.
GLOBAL WEALTH MANAGEMENT, L.C.
COMPASS FINANCIAL GROUP, INC.

Other Investors

ERIK OLIN JOHNSON
FREDERICK RICHARDS MACLEAN, JR.
CRAIG CHIH-HSIN CHUANG
DAVID KENNETH TEAS
STACY LEE BLISS
TIMOTHY GLENN SLATTERY
SAMUEL HARDY TAYLOR
ROBERT IAN MCCARVER

Other Offices

EDWARD JONES · LIGHTHOUSE POINT, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Pompano Beach, FL
HINKLE FINANCIAL SERVICES LLC · POMPANO BEACH, FL
CETERA INVESTMENT ADVISERS LLC · LIGHTHOUSE POINT, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · POMPANO BEACH, FL
KOVACK ADVISORS, INC. · Pompano Beach, FL
CETERA INVESTMENT ADVISERS LLC · POMPANO BEACH, FL
CETERA INVESTMENT ADVISERS LLC · HILLSBORO BEACH, FL

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