| Name: | HERITAGE WEALTH MANAGEMENT LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 24 Mar 2006 (19 years ago) |
| Entity Number: | 3339121 |
| ZIP code: | 10552 |
| County: | Putnam |
| Place of Formation: | New York |
| Address: | 7 W BROAD ST, MT VERNON, NY, United States, 10552 |
| Name | Role | Address |
|---|---|---|
| JORGE PEREIRA | DOS Process Agent | 7 W BROAD ST, MT VERNON, NY, United States, 10552 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2012-04-26 | 2014-03-10 | Address | 7 W BROAD ST, MT VERNON, NY, 10512, USA (Type of address: Service of Process) |
| 2010-03-26 | 2012-04-26 | Address | 69 HAYLEY HILL DR, CARMEL, NY, 10512, USA (Type of address: Service of Process) |
| 2006-03-24 | 2010-03-26 | Address | 69 HAYLEY HILL DRIVE, CARMEL, NY, 10512, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 180305006781 | 2018-03-05 | BIENNIAL STATEMENT | 2018-03-01 |
| 160311006048 | 2016-03-11 | BIENNIAL STATEMENT | 2016-03-01 |
| 140310007049 | 2014-03-10 | BIENNIAL STATEMENT | 2014-03-01 |
| 120426002730 | 2012-04-26 | BIENNIAL STATEMENT | 2012-03-01 |
| 100326003593 | 2010-03-26 | BIENNIAL STATEMENT | 2010-03-01 |
Date of last update: 28 Mar 2025
Sources: New York Secretary of State
