← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（02/29/2024）
HERITAGE INVESTMENT GROUP, INC. · 所有者与执行高管（CRD 113204）
机构事实页：HERITAGE INVESTMENT GROUP, INC. 事实页 → | 官方原文：IAPD firm-summary/113204
Schedule A · 直接所有者（16 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MACLEAN, JR., FREDERICK, RICHARDS | 个人 | PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST | 是 | NA |
| TAYLOR, SAMUEL, HARDY | 个人 | VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | 是 | NA |
| MCCARVER, ROBERT, IAN | 个人 | SECRETARY/TREASURER | 是 | NA |
| MACLEAN, LAURA, G. | 个人 | CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST | 是 | NA |
| MACLEAN FAMILY TRUST F/B/O FREDERICK R. MACLEAN III DATED 09/30/04 | 境内实体 | OWNER | 是 | A |
| FREDERICK R. MACLEAN, JR. REV. TRUST DATED 05/31/00 | 境内实体 | OWNER | 是 | D |
| TIMOTHY GLENN SLATTERY REV. TRUST DATED 10/23/03 | 境内实体 | OWNER | 是 | B |
| SLATTERY, TIMOTHY, GLENN | 个人 | CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST | 是 | NA |
| THE TAYLOR FAMILY REV. TRUST DATED 05/17/11 | 境内实体 | OWNER | — | A |
| TAYLOR, HEIDE, R. | 个人 | CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST | — | NA |
| MCCARVER, TRACY, M. | 个人 | HEAD OF TRADING | 是 | NA |
| MACLEAN FAMILY TRUST F/B/O MADELINE R. MACLEAN DATED 09/30/04 | 境内实体 | OWNER | 是 | A |
| ROBERT IAN MCCARVER AND TRACY M. MCCARVER - TENANTS BY THE ENTIRETY | 境内实体 | OWNER | 是 | A |
| TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST DATED 9/27/11 | 境内实体 | OWNER | — | NA |
| TEAS, DAVID, KENNETH | 个人 | CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST | — | NA |
| TEAS, COURTNEY, ELIZABETH | 个人 | CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST | — | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
