HERITAGE WEALTH MANAGEMENT, LLC

HERITAGE WEALTH MANAGEMENT, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 287909). Regulatory assets under management: $545.1M.

Registration

Officers, owners & control persons (6)

NameRoleLocation
RHONEMUS BARRY SCOTTMANAGING MEMBER—
BARKER JACK ANDREWMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
FROST MICHAEL BRENTMANAGING MEMBER—
Nelson Ralph ErwinMANAGING MEMBER—
MAXEY DAVID ELGINMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
HAINES BRADLEY JAMESMANAGING MEMBER—

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