Company Name:
HERITAGE FINANCIAL SERVICES, LLC
Address:
SUITE 1000, 100 LOWDER BROOK DRIVE, WESTWOOD MA 2090
CRD Number:
127268/ 130901
SEC Number:
801-64494
Financial Regulator:
SEC/ FINRA
Website:
https://www.facebook.com/heritagefinancialnet
Registration started
Ended
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 2602009
JAMES SCALLY
started on 2000-09-09
CDR: 2152263
CHARLES BEAN
CHARLES S BEAN III CHUCK BEAN
started on 2000-09-09
CDR: 2756049
ANTHONY ROSSETTI
ANTHONY ROSSETTI TONY ROSSETTI
started on 2004-07-01
CDR: 2682260
PAUL ROLDAN
started on 2004-07-01
CDR: 3163147
STEVEN JACOBSMEIER
started on 2005-04-21
CDR: 3190191
ANA FERNANDEZ
ANA FERNANDEZ
started on 2005-01-26
CDR: 2682260
PAUL ROLDAN
ended on 2005-11-29
CDR: 4878178
ROBERT WEISSE
started on 2009-02-18
CDR: 2791465
JENNIFER WATSON
JENNIFER M WATSON
started on 2009-03-03
CDR: 2602009
JAMES SCALLY
ended on 2009-06-30
CDR: 2602009
JAMES SCALLY
started on 2010-03-16
CDR: 3190191
ANA FERNANDEZ
ANA FERNANDEZ
ended on 2010-11-30
CDR: 2756049
ANTHONY ROSSETTI
ANTHONY ROSSETTI TONY ROSSETTI
ended on 2012-03-26
CDR: 4627450
JOSEPH WATERS
started on 2013-03-25
CDR: 6344039
MICHAEL WALDRON
started on 2014-10-20
CDR: 6355423
RICHARD PSZENNY
started on 2014-10-20
CDR: 4862444
BETHANY OPISHINSKI
started on 2016-05-09
CDR: 6610006
Cory Schneider
started on 2016-03-15
CDR: 4935286
KEVIN WEBBER
KEVIN WEBBER
started on 2016-10-06
CDR: 4862444
BETHANY OPISHINSKI
ended on 2016-11-09
CDR: 3163147
STEVEN JACOBSMEIER
ended on 2016-11-09
CDR: 6355423
RICHARD PSZENNY
ended on 2016-01-12
CDR: 6853836
Timothy Winn
started on 2017-09-11
CDR: 6787339
Kenzie Ferris
started on 2017-04-28
CDR: 1906587
PAUL HIGGINS
started on 2017-10-24
CDR: 6610006
Cory Schneider
ended on 2017-09-05
CDR: 2756049
ANTHONY ROSSETTI
ANTHONY ROSSETTI TONY ROSSETTI
started on 2018-07-17
CDR: 6096266
MICAH WILLIAMS
started on 2018-03-12
CDR: 2756049
ANTHONY ROSSETTI
ANTHONY ROSSETTI TONY ROSSETTI
ended on 2018-11-09
CDR: 7061102
Jonathan Harding
started on 2019-01-17
CDR: 6569899
HANNA GOMEZ
started on 2019-04-30
CDR: 6096266
MICAH WILLIAMS
ended on 2019-10-08
CDR: 6572237
WILLIAM BAIN
started on 2021-02-09
CDR: 6304473
CHRISTOPHER RUTA
CHRISTOPHER RUTA
started on 2021-02-09



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