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Co-Trustee of the Taylor Family REV. Trust · Heritage Investment Group, Inc.

Heide R. Taylor

CRD 6301220 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Investment Group, Inc., an SEC-registered wealth manager based in Pompano Beach, FL with $2.2 billion in regulatory assets, lists Heide R. Taylor on its Form ADV as Co-Trustee of the Taylor Family REV. Trust.

Firms and roles

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Heide’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Colleagues named on the same filings (8)

  • Jr. F. R. MacleanPresident/co-Trustee of Frederick R. Maclean, JR. REV. Trust, Heritage Investment Group, Inc.
  • Samuel H. TaylorVice President/cco/ Co-Trustee of the Taylor Family REV. Trust, Heritage Investment Group, Inc.
  • Robert I. McCarverSecretary/treasurer, Heritage Investment Group, Inc.
  • Laura G. MacleanCo-Trustee of Frederick R. Maclean, JR. REV. Trust/trustee of Maclean Family Trust, Heritage Investment Group, Inc.
  • Timothy G. SlatteryChief Investment Officer/trustee of Timothy Glenn Slattery REV. Trust, Heritage Investment Group, Inc.

3 more people named with Heide on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heide’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.