Active
Updated 2/26/2025 6:30:20 AM

Heritage Wealth Advisors, L.L.C.

Heritage Wealth Advisors, L.L.C. is a Limited Liability Company located in Paradise Valley, 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 3300 E. Valley Vista Lane, Paradise Valley, AZ 85253, where all official business activities and communication are managed.

The company is managed by Lance N. Dahmer from Maricopa County AZ, holding the position of Manager; Lance N. Dahmer, As Trustee Of The Dahmer Family Living Trust, Dated October 6, 2021 from Maricopa County AZ, serving as the Member; Ryan N. Connelly, As Trustee Of The Ryan N. Connelly Revocable Trust, Dated July 19, 2023 from Will County IL, serving as the Member, who takes the lead in overseeing its operations. For legal purposes, Lance N Dahmer 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.

Filing information

Company Name Heritage Wealth Advisors, L.L.C.
Entity type Limited Liability Company
Governing Agency Arisona Corporation Commission
Document Number 23240295
Date Filed June 24, 2021
Company Age 4 years 4 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 2/26/2025.

Contact details

Principal Address

3300 E. Valley Vista Lane
Paradise Valley, AZ 85253
County: Maricopa
Last Updated: 10/19/2023

Statutory Agent Information

Lance N Dahmer
3300 E. Valley Vista Lane
Paradise Valley, Az 85253
Agent Last Updated: 11/26/2024
County: Maricopa
Appointed Status: Active 7/1/2021
Mailing Address: 3300 E. Valley Vista Lane, Paradise Valley, Az 85253, USA

Officer/Director Details

Lance N. Dahmer
Manager
3300 E. Valley Vista Lane, Paradise Valley
Maricopa County, AZ 85253
Lance N. Dahmer, As Trustee Of The Dahmer Family Living Trust, Dated October 6, 2021
Member
3300 E. Valley Vista Lane, Paradise Valley
Maricopa County, AZ 85253
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

Document History

Document Type
Barcode ID
Date
Status
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