Heritage Wealth Advisors, L.L.C. is a Limited Liability Company located in Avondale, AZ. The company was incorporated on June 24, 2021, under the Arisona Corporation Commission’s registration number 23240295. It is currently listed as an active entity.
The principal address of Heritage Wealth Advisors, L.L.C. is 12725 W Indian School Road, Sute E-101, Avondale, AZ 85392, where all official business activities and communication are managed.
The company is managed by Ryan N. Connelly, As Trustee Of The Ryan N. Connelly Revocable Trust, Dated July 19, 2023 from Will County IL, holding the position of Member; Ryan N. Connelly, As Trustee Of The Ryan N. Connelly Revocable Trust, Dated July 19, 2023 from Will County IL, serving as the Manager, who takes the lead in overseeing its operations. For legal purposes, Arizona Statutory Agent Services, LLC serves as the registered agent for the company, located at the same address as the company, handling all compliance and official matters for company.
At present, the company has not filed any annual reports, which is typical for a business in the early stages of its formation. As the company continues to expand and develop, future updates regarding filings and activities will be available.
Active
Updated 12/6/2025 5:19:01 AM
Heritage Wealth Advisors, L.L.C.
Filing information
Company Name
Heritage Wealth Advisors, L.L.C.
Entity type
Limited Liability Company
Governing Agency
Arizona Corporation Commission
Document Number
23240295
Date Filed
June 24, 2021
Company Age
4 years 6 months
State
AZ
Status
Active
Reason for Status
In Good Standing
Status Date
06/24/2021
Approval Date
07/01/2021
Original Incorporation Date
06/24/2021
Domicile State
Arizona
Business Type
Any Legal Purpose
Life Period
Perpetual
The data on Heritage Wealth Advisors, L.L.C. was extracted from the Arizona Corporation Commission (https://ecorp.azcc.gov/EntitySearch/Index) as of 12/6/2025.
Contact details
Principal Address
12725 W Indian School Road, Sute E-101
Avondale, AZ 85392
Attention: Carlton C Casler
County: Maricopa
Last Updated: 10/24/2025
Avondale, AZ 85392
Attention: Carlton C Casler
County: Maricopa
Last Updated: 10/24/2025
Statutory Agent Information
Arizona Statutory Agent Services, LLC
12725 W Indian School Road, Sute E-101
Avondale, Az 85392
Attention: Carlton C Casler
Agent Last Updated: 10/24/2025
County: Maricopa
Appointed Status: Active 10/24/2025
Mailing Address: 12725 W Indian School Road, Sute E-101, Avondale, Az 85392, USA
12725 W Indian School Road, Sute E-101
Avondale, Az 85392
Attention: Carlton C Casler
Agent Last Updated: 10/24/2025
County: Maricopa
Appointed Status: Active 10/24/2025
Mailing Address: 12725 W Indian School Road, Sute E-101, Avondale, Az 85392, USA
Officer/Director Details
Ryan N. Connelly, As Trustee Of The Ryan N. Connelly Revocable Trust, Dated July 19, 2023
Member
20668 Abbey Drive, Frankfort
Will County, IL 60423
Member
20668 Abbey Drive, Frankfort
Will County, IL 60423
Ryan N. Connelly, As Trustee Of The Ryan N. Connelly Revocable Trust, Dated July 19, 2023
Manager
20668 Abbey Drive, Frankfort
Will County, IL 60423
Manager
20668 Abbey Drive, Frankfort
Will County, IL 60423
Document History
Document Type
Barcode ID
Date
Status
Document Type
Statement of Change - LLC Principal Address/Stat Agent
Barcode ID
25101015389539
Filed Date
10/10/2025
Status
Approved
Document Type
Amended and Restated Articles of Organization
Barcode ID
25100709014793
Filed Date
10/7/2025
Status
Approved
Document Type
Articles of Amendment - LLC
Barcode ID
24112010081389
Filed Date
11/20/2024
Status
Approved
Document Type
Amended and Restated Articles of Organization
Barcode ID
23101009512794
Filed Date
10/10/2023
Status
Approved
Document Type
Restated Articles of Organization
Barcode ID
22101313551679
Filed Date
10/13/2022
Status
Approved
Document Type
Restated Articles of Organization
Barcode ID
21101218245772
Filed Date
10/12/2021
Status
Approved
Document Type
Articles of Organization
Barcode ID
21062508242910
Filed Date
6/24/2021
Status
Approved
Name / Restructuring History
Effective Date
Barcode ID
Name Type
Name
Effective Date
6/24/2021
Barcode ID
Name Type
True Name
Name
HERITAGE WEALTH ADVISORS, L.L.C.
Effective Date
10/12/2021
Barcode ID
21101218245772
Name Type
True Name
Name
HERITAGE WEALTH ADVISORS, L.L.C.
Effective Date
10/13/2022
Barcode ID
22101313551679
Name Type
True Name
Name
HERITAGE WEALTH ADVISORS, L.L.C.
Annual Reports
No Annual Reports Filed
Document Images
Statement of Change
10/10/2025
Amended and Restated Articles of Organization
10/7/2025
Articles of Amendment
11/20/2024
Amended and Restated Articles of Organization
10/10/2023
Restated Articles of Organization
10/13/2022
More...
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