Heritage Wealth Management, Inc.

Active Houston, TX

Heritage Wealth Management, Inc. Overview

Heritage Wealth Management, Inc. filed as a Domestic For-Profit Corporation in the State of Texas on Friday, June 28, 2002 and is approximately twenty-four years old, according to public records filed with Texas Secretary of State.

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Key People

Who own Heritage Wealth Management, Inc.

Name
Brett S. Carleton 3
Governing Person
Principal
Managing Member
Director
Principle
Dan Michalk
Director
Principle

Corporate Filings for Heritage Wealth Management, Inc.

Texas Secretary of State

Filing Type: Domestic For-Profit Corporation
Status: Active
State: Texas
State ID: 800098502
Date Filed: Friday, June 28, 2002
Registered Agent Brett S. Carleton

Corporate Notes

Source Date Type Note
6/28/2002 Articles of Incorporation
10/18/2002 Change of Registered Agent/Office
12/31/2003 Public Information Report (PIR)
12/31/2004 Public Information Report (PIR)
12/31/2005 Public Information Report (PIR)
12/31/2006 Public Information Report (PIR)
12/31/2007 Public Information Report (PIR)
12/31/2008 Public Information Report (PIR)
12/31/2009 Public Information Report (PIR)
12/31/2009 Public Information Report (PIR)
12/31/2010 Public Information Report (PIR)
12/31/2011 Public Information Report (PIR)
12/31/2012 Public Information Report (PIR)
12/31/2013 Public Information Report (PIR)
12/31/2014 Public Information Report (PIR)
12/31/2015 Public Information Report (PIR)
12/31/2016 Public Information Report (PIR)
12/31/2017 Public Information Report (PIR)
12/31/2018 Public Information Report (PIR)
12/31/2019 Public Information Report (PIR)
12/31/2021 Public Information Report (PIR)
12/31/2021 Public Information Report (PIR)
12/31/2022 Public Information Report (PIR)
12/31/2023 Public Information Report (PIR)

Source

Texas Secretary of State
Data last refreshed on Saturday, March 2, 2024

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