Is HERITAGE ASSET MANAGEMENT, INC. active?

No — HERITAGE ASSET MANAGEMENT, INC. is no longer active. The California registry lists it as dissolved, as of the 2026-08-13 source snapshot. The status is republished verbatim from the Secretary of State record.

Where is HERITAGE ASSET MANAGEMENT, INC. registered?

HERITAGE ASSET MANAGEMENT, INC. is registered in California under company number 3930375, first registered on August 1, 2016.

What type of company is HERITAGE ASSET MANAGEMENT, INC.?

HERITAGE ASSET MANAGEMENT, INC. is registered as a corporation with the California Secretary of State.

Does HERITAGE ASSET MANAGEMENT, INC. have UCC liens?

No UCC financing statements name HERITAGE ASSET MANAGEMENT, INC. as debtor in the indexed state registries.

In which states is HERITAGE ASSET MANAGEMENT, INC. registered with the Secretary of State?

HERITAGE ASSET MANAGEMENT, INC. appears in 2 state business registers: California, South Dakota. California is the home registration; the rest are foreign qualifications or linked filings, each listed in the filings section above.

Is HERITAGE ASSET MANAGEMENT, INC. a federal contractor?

No federal contract awards or SAM.gov recipient records are matched to HERITAGE ASSET MANAGEMENT, INC. in the indexed federal datasets.

Does HERITAGE ASSET MANAGEMENT, INC. hold any licenses?

No occupational or professional license records are matched to HERITAGE ASSET MANAGEMENT, INC. in the indexed federal, state and municipal license registries.

What public records are linked to HERITAGE ASSET MANAGEMENT, INC.?

2 public records are linked to HERITAGE ASSET MANAGEMENT, INC.: 1 in Filings, 1 in Loans — matched across federal, state and municipal registers by its registered legal names.

Where does this data come from?

Every fact on this profile is republished from official public registers — Secretary of State filings, UCC indexes and federal datasets. Each section names its issuing register and the snapshot Netstate last retrieved (latest: 2026-08-13).

HERITAGE ASSET MANAGEMENT, INC. — California Corporation No. 3930375: Dissolved, 1 filing — Netstate

California/ALISO VIEJO/HERITAGE ASSET MANAGEMENT, INC.

HERITAGE ASSET MANAGEMENT, INC.

Dissolved

Type CorporationRegistered 1 August 2016 (about 10 years ago)Company No. 3930375Updated 2026-08-13

HERITAGE ASSET MANAGEMENT, INC. is a California corporation, registered on August 1, 2016. It is based at 6A LIBERTY #125, ALISO VIEJO, CA, 92656, United States. The company has since been marked dissolved on the California register and is registered under company number 3930375. Public records for the company include 1 SoS registration and 1 loan record. Every fact here is republished from an official public register and traces back to a primary source document.

Legal entity name	HERITAGE ASSET MANAGEMENT, INC.
Principal address	6A LIBERTY #125ALISO VIEJO92656CAUnited States
Mailing address	6A LIBERTY #125, ALISO VIEJO, CA, 92656, US
Registration state	California
Status	Dissolved
Formed in	South Dakota (foreign registration)
Home company	Heritage Asset Management, Inc. · Dissolved
Registered	1 August 2016 (about 10 years ago)
Dissolved	2017-12-19
Entity type	Corporation
Standing	not compliant
Company number	3930375
Registered agent	SORRENTO MANAGEMENT GROUP

Source registry	California Secretary of State · updated 10 August 2026

Public records	1 SoS registration

SBA loans	$356K · approved amounts

Secretary of State Filings

2 registrations

0Active

2Inactive

0Unknown

State	Business name	Filed	Registered agent	Officers	Status
CaliforniaTHIS	HERITAGE ASSET MANAGEMENT, INC.	2016-08-01	SORRENTO MANAGEMENT GROUP	—	Dissolved
Filing ID 3930375 Jurisdiction Foreign · CorporationFormed in South Dakota Principal address 6A LIBERTY #125, ALISO VIEJO, CA, 92656, United States Registered agent SORRENTO MANAGEMENT GROUP32565B GOLDEN LANTERN ST STE 140, DANA POINT, CA, 92629 Officers Not reported
South Dakota	Heritage Asset Management, Inc.	2014-05-15	DAKOTA AGENT SERVICES, LLC	MAZEN, RADWANOfficer, DirectorDEAN, ROBBINSOfficer1 more	Dissolved

Loans

1 record

Source: SBA loans 7a 504·verified at source

$356K

2002

SBA loan approvals to HERITAGE ASSET MANAGEMENT, INC. by year — PPP and 7(a)/504 amounts as filed.

Amount	Approved	Lender	Jobs	Status
$355,500	2002-10-28	Pinnacle Bank	—	P I F
approval date 2002-10-28 approval fiscal year 2003 as of date 2026-06-30 bank city Nashville bank fdic number 35583 bank name Pinnacle Bank bank ncua number — bank state TN bank street 25 Platform Way S, Ste 101 bank zip 37203 borrower city N. MYRTLE BEACH borrower name HERITAGE ASSET MANAGEMENT, INC borrower state SC borrower street 1100 POSSUM TROT RD., #A-108 borrower zip 29582 business age Less than 4 years old but at least 3 business type CORPORATION charge off date — collateral ind N congressional district 07 first disbursement date 2002-12-31 fixed or variable interest ind — franchise code — franchise name — gross approval 355500.0 gross charge off amount 0.0 initial interest rate — jobs supported 0.0 loan status P I F location id 0203685 naics code 541613 naics description Marketing Consulting Services paid in full date 2006-05-31 processing method 7a General program 7A project county HORRY project state SC revolver status N sba district office SOUTH CAROLINA DISTRICT OFFICE sba guaranteed approval 266625.0 sold secondary market ind — term in months 84.0 Source: SBA loans 7a 504 · document sba-7a-504/

HERITAGE ASSET MANAGEMENT, INC.

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