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