0001304359-21-000009.txt : 20210504
0001304359-21-000009.hdr.sgml : 20210504
20210504155931
ACCESSION NUMBER: 0001304359-21-000009
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
LUREEN,BRIAN,KEITH,
FILED AS OF DATE: 20210504
DATE AS OF CHANGE: 20210504
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: HERITAGE FINANCIAL SYSTEMS, LLC
CENTRAL INDEX KEY: 0001304359
IRS NUMBER: 232991359
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05584
FILM NUMBER: 21888252
BUSINESS ADDRESS:
STREET 1: 5 GREAT VALLEY PARKWAY
STREET 2: SUITE 334
CITY: MALVERN
STATE: PA
ZIP: 19355
BUSINESS PHONE: 610-889-2066
MAIL ADDRESS:
STREET 1: 5 GREAT VALLEY PARKWAY
STREET 2: SUITE 334
CITY: MALVERN
STATE: PA
ZIP: 19355
FORMER COMPANY:
FORMER CONFORMED NAME: HERITAGE FINANCIAL SYSTEMS, INC.
DATE OF NAME CHANGE: 20210121
FORMER COMPANY:
FORMER CONFORMED NAME: HERITAGE FINANCIAL SYSTEMS, LLC
DATE OF NAME CHANGE: 20210121
FORMER COMPANY:
FORMER CONFORMED NAME: HERITAGE FINANCIAL SYSTEMS, INC.
DATE OF NAME CHANGE: 20040924
MA-I/A
1
primary_doc.xml
MA-I/A
0001304359
XXXXXXXX
Brian K Lureen
6108892066
blureen@heritagefincorp.com
blureen@heritagefincorp.com
N
N
Brian
Keith
Lureen
1613204
N
1
0001304359
HERITAGE FINANCIAL SYSTEMS, LLC
03-01-2005
N
02-25-2020
0001304359
LOCATED
SUPERVISED
03-01-2005
5 GREAT VALLEY PARKWAY
SUITE 334
MALVERN
PA
19355
02-1999
Heritage Financial Systems, LLC
Malvern
PA
19355
Y
Y
President and CEO
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
05-04-2021
Brian K Lureen
President & CEO