Heritage Investment Group Inc

Heritage Investment Group Inc, legally named HERITAGE INVESTMENT GROUP, INC., is a Florida-based corporation with 20 employees, 13 of whom are advisors. While the number of clients served by the firm is unknown, it is registered with the U.S. Securities and Exchange Commission, with an approved status and a registration date of July 16, 2001.

• COURTNEY ELIZABETH TEAS

  CO-TRUSTEE OF THE TEAS REVOCABLETENANCY BY THE ENTIRETY TRUST owns less than 5%

• DAVID KENNETH TEAS

  CO-TRUSTEE OF THE TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST owns less than 5%

• FREDERICK R. MACLEAN, JR. REV. TRUST DATED 05/31/00

  OWNER owns more than 50% but less than 75%

• HEIDE R. TAYLOR

  CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST owns less than 5%

• LAURA G. MACLEAN

  CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST/TRUSTEE OF MACLEAN FAMILY TRUST owns less than 5%

• MACLEAN FAMILY TRUST F/B/O FREDERICK R. MACLEAN III DATED 09/30/04

  OWNER owns more than 5% but less than 10%

• MACLEAN FAMILY TRUST F/B/O MADELINE R. MACLEAN DATED 09/30/04

  OWNER owns more than 5% but less than 10%

• MACLEAN, JR., FREDERICK, RICHARDS

  PRESIDENT/CO-TRUSTEE OF FREDERICK R. MACLEAN, JR. REV. TRUST owns less than 5%

• ROBERT IAN MCCARVER

  SECRETARY/TREASURER owns less than 5%

• ROBERT IAN MCCARVER AND TRACY M. MCCARVER - TENANTS BY THE ENTIRETY

  OWNER owns more than 5% but less than 10%

• SAMUEL HARDY TAYLOR

  VICE PRESIDENT/CCO/ CO-TRUSTEE OF THE TAYLOR FAMILY REV. TRUST owns less than 5%

• TEAS REVOCABLE TENANCY BY THE ENTIRETY TRUST DATED 9/27/11

  OWNER owns less than 5%

• THE TAYLOR FAMILY REV. TRUST DATED 05/17/11

  OWNER owns more than 5% but less than 10%

• TIMOTHY GLENN SLATTERY

  CHIEF INVESTMENT OFFICER/TRUSTEE OF TIMOTHY GLENN SLATTERY REV. TRUST owns less than 5%

• TIMOTHY GLENN SLATTERY REV. TRUST DATED 10/23/03

  OWNER owns more than 10% but less than 25%

• TRACY M. MCCARVER

  HEAD OF TRADING owns less than 5%

• Lloyd Crescendo Advisors LLC
• Bulltick Wealth Management LLC
• Edinburgh Partners North America Inc
• Firstwave Financial Inc
• Blue SEA Capital LLC
• FIG Capital Management LLC
• RED Oak Partners LLC
• Guiry Capital Management LLC
• HIG Whitehorse Advisers LLC
• GBS Finance LLC

• Navigating Q3 vs. Q4 2022: Examining Changes in Holdings of the Heritage Trust Co Fund

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