HERITAGE CAPITAL MANAGEMENT INC. is a California corporation, registered on December 3, 2004. It is based at 301 BREA CANYON RD, WALNUT, CA, 91789, United States. The company has since been marked dissolved on the California register, is registered under company number 2692913 and carries EIN 042780712. Its sole officer on record is DANIEL SHARP. Public records for the company include 1 SoS registration. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | HERITAGE CAPITAL MANAGEMENT INC. |
|---|---|
| Principal address | 301 BREA CANYON RDWALNUT91789CAUnited States |
| Mailing address | 301 BREA CANYON RD, WALNUT, CA, 91789, US |
| Registration state | California |
| Status | Dissolved |
| Registered | 3 December 2004 (almost 22 years ago) |
| Officers & directors | DANIEL SHARP, officer |
| Dissolved | 2005-09-07 |
| Entity type | Corporation |
| Standing | not compliant |
| Company number | 2692913 |
| EIN | 042780712 |
| Employees (modeled) | ≈3 employees · plan year 1999 |
|---|
| Registered agent | DANIEL SHARP |
|---|
| Source registry | California Secretary of State · updated 10 August 2026 |
|---|
| Public records | 1 SoS registration |
|---|
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| Est. revenue (modeled) | $1.1M · plan year 1999 |
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| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| CaliforniaTHIS | HERITAGE CAPITAL MANAGEMENT INC. | 2004-12-03 | DANIEL SHARP | DANIEL SHARPOfficer | Dissolved | |
Filing ID 2692913 Jurisdiction Domestic · Corporation Principal address 301 BREA CANYON RD, WALNUT, CA, 91789, United States Registered agent DANIEL SHARP301 BREA CANYON RD, WALNUT, CA, 91789 Officers DANIEL SHARPOfficer | ||||||
Companies and people linked to HERITAGE CAPITAL MANAGEMENT INC. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
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Employee-benefit plan filings by HERITAGE CAPITAL MANAGEMENT INC. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈3 · plan year 1999 |
|---|---|
| Est. annual revenue (modeled) | $1.1M |
| Benefit plans | 401(k) plan on file |
| Filing history | 1 plan year filed, 1999–1999 |
| Sponsor EIN | 04-2780712 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 1999 | ≈3 | 4 (3 active) | — | $1.1M | 401(k) | |
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Companies adjacent to HERITAGE CAPITAL MANAGEMENT INC. in the California Secretary of State register, in alphabetical order.
17 companies are registered at 301 BREA CANYON RD, WALNUT — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-08-12. Document getpalm-companies/6845-4500-5290.