PB
Paul Brian Schatz
CRD 2241878
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Capital, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Capital, Llc
President, Chief Investment Officer, Chief Compliance Officer, Managing Member · 75% or more · Mar 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗