firm profile
Heritage Capital Group, Inc.
Overview
Heritage Capital Group, Inc. is a Broker Dealer based in Jacksonville, FL, formed in 1977 in Florida. Its 28 registered representatives work across 2 branch offices in 2 states.
- Registered reps
- 28
- Branch offices
- 2
- Formed
- 1977
- Jurisdictions
- 20
Contact
1 phone number on file
Practice
- Products and services
Executive officers 3 of 7
- William Dick Sorenson Chief Executive Officer, Shareholder CRD 6436196
- Charles Alexander Kellison President, Shareholder CRD 5772126
- Douglas Michael Kravet Shareholder, Financial and Operations Principal CRD 4892745
4 more executive officers, with direct contact details
Registered reps 3 of 28
- Fernando Acosta-Rua Registered Rep CRD 8123029
- Asok Kumar Chaudhuri Registered Rep CRD 5036484
- Daniel Michael Edelman Registered Rep CRD 4752959
25 more registered reps, with emails, phones and branch locations
Location
- Headquarters
- 5210 Belfort Rd Ste 300
Jacksonville, FL 32256 - County
- Duval
- Metro area
- Jacksonville, FL
- Region
- South
- Branch offices
- 2 in 2 states, including Savannah, GA
Registrations
- FINRA member, corporation formed in Florida
- Registered in 20 jurisdictions
- Website: heritagecapitalgroup.com
Every state, with registration dates
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