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5 Great Valley Parkway Suite 334, Malvern, PA 19355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2000-12-08 |
Branch Locations
5 Great Valley Parkway Suite 334, Malvern, PA 19355 • 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 Advisory Services. Inc | Malvern | PA | 06/2007 | Present |
| Heritage Financial Systems, Inc | Malvern | PA | 06/2007 | Present |
| Heritage Wealth Management Services, Inc | Malvern | PA | 06/2007 | Present |
| Heritage Fincorp, Inc | Malvern | PA | 06/2007 | Present |
1)PRESIDENT AND CEO, HERITAGE FINCORP, INC. (START DATE 9/06) A HOLDING COMPANY FOR HERITAGE ADVISORY SERVICES, INC. AND HERITAGE WEALTH MANAGEMENT SERVICES, INC. THE COMPANIES ARE ENGAGED IN INVESTMENT RELATED ACTIVITIES AS A RIA AND AN ESTATE PLANNING/FINANCIAL PLANNING ORGANIZATION, WHEREBY, MR. LUREEN ENGAGES IN THE SALE OF INSURANCE PRODUCTS AND FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES. I DEVOTE APPROX. 30 HRS PER WEEK TO ACTIVITIES ASSOCIATED WITH THESE ENTITIES AND APPROXIMATELY SPEND 4 HRS PER DAY DURING TRADING HOURS ON VARIED DUTIES. MANAGE STRATEGIC GROWTH, COMPLIANCE AND CORPORATE INITIATIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-03 |
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