HERITAGE FINANCIAL SERVICES, LLC
Legal name: HERITAGE FINANCIAL SERVICES
CRD #127268 SEC #801-64494 WESTWOOD, MA 781-255-0214
SEC Registered
Total AUM
$3B
Discretionary
$3B
Employees
49
Clients
--
Accounts
6,481
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEAN, CHARLES, SWAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| BEAN, CHARLES, SWAN | I | MANAGING MEMBER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| MATTISON, MELISSA ANN | I | CHIEF OPERATING OFFICER | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SCALLY, JAMES, PATRICK | I | VICE PRESIDENT | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| SMITH, CARROLL, ANN | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, JENNIFER, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CCO | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CCO | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CCO | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| BEAN, CHARLES, SWAN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | E | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| HERITAGE FINANCIAL SERVICES, INC. | DE | OWNER | D | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | B | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | MANAGING MEMBER | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| AZZOUZ, SAMMY, AMR | I | PRESIDENT & CEO | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| SCALLY, JAMES, PATRICK | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WALDRON, MICHAEL, R | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
| WEISSE, ROBERT, THOMAS | I | MANAGING MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
| BEAN, CHARLES, SWAN | I | HERITAGE FINANCIAL SERVICES, INC. | E | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (20)
CA CT DC FL GA IL LA MA MD ME MI NC NH NJ NY RI SC TX VA VT
Address
100 LOWDER BROOK DRIVESUITE 1000
WESTWOOD, MA 02090
United States
Phone: 781-255-0214