RIA Intelligence

HERITAGE CAPITAL PARTNERS,INC.

CRD #120748 SEC #801-69888 CHARLOTTE, NC 704-622-0952
SEC Registered
Total AUM
$29.1M
Discretionary
$29.1M
Employees
5
Clients
--
Accounts
54

Firm Details

Organization Type
Corporation
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 17, 2011
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GREGORY, JOSEPH, RANDOLPHIPRESIDENT & CEOE Control
GREGORY, JOSEPH, RANDOLPHICHIEF COMPLIANCE OFFICERE Control
GREGORY, JOSEPH, RANDOLPHIPRESIDENT & CEOE Control
GREGORY, JOSEPH, RANDOLPHICHIEF COMPLIANCE OFFICERE Control
GREGORY, JOSEPH, RANDOLPHIPRESIDENT & CEOE Control
GREGORY, JOSEPH, RANDOLPHICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 17, 2011 REGISTERED

Notice Filings (2)

FL NC

Address

2901 COLTSGATE ROAD
SUITE 100
CHARLOTTE, NC 28211
United States
Phone: 704-622-0952