This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HERITAGE ASSET MANAGERS, INC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 17, 1979earliest registration or exam on IAPD

Years in industry

47derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jul 17, 1979

First registration

Nov 19, 1992

Dual registered

no

IAPD individual key

245224

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2156e664-e157-2f4b-6932-bc439c6f3617

First observed

Nov 19, 1992

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.