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HERITAGE WEALTH LLC

Company Details

Entity Name: HERITAGE WEALTH LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 27 Feb 2019
Company Number: LLC_07622791
File Number: 07622791
Type of Management: Manager Managed
Date Status Change: 22 Jan 2024
Address 423 ELITE AVENUE, WEST CHICAGO, 60185, IL
Place of Formation: ILLINOIS

Agent

Name and Address Role Appointment Date
DAVID C. FORTOSIS JR., 423 ELITE AVE, WEST CHICAGO, 60185 Agent 2022-09-01

Manager

Name and Address Role Appointment Date
FORTOSIS, DAVID C. JR., 423 ELITE AVENUE, WEST CHICAGO, IL, 60185 Manager 2024-01-22

Assumed Names

Name Type Effective Date Cancellation Date Cancellation Type Last Renewal Date
HERITAGE WEALTH Assumed name 2022-09-02 No data No data No data
CLEARCOUNSEL ADVISORS Assumed name 2022-01-19 No data No data No data

Historical Names

Name Change Date
DAVID C. FORTOSIS JR. LLC 2022-08-22

Date of last update: 16 Jan 2025

Sources: Illinois Office of the Secretary of State