0002035533-24-000001.txt : 20240828 0002035533-24-000001.hdr.sgml : 20240828 20240828132644 ACCESSION NUMBER: 0002035533-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240828 DATE AS OF CHANGE: 20240828 EFFECTIVENESS DATE: 20240828 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HERITAGE OAK WEALTH ADVISORS LLC CENTRAL INDEX KEY: 0002035533 ORGANIZATION NAME: IRS NUMBER: 833608109 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24350 FILM NUMBER: 241253793 BUSINESS ADDRESS: STREET 1: 105 GARFELD ST CITY: SANTA ROSA BEACH STATE: FL ZIP: 32459 BUSINESS PHONE: 4792303113 MAIL ADDRESS: STREET 1: 105 GARFELD ST CITY: SANTA ROSA BEACH STATE: FL ZIP: 32459 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002035533 XXXXXXXX 06-30-2024 06-30-2024 HERITAGE OAK WEALTH ADVISORS LLC

105 GARFELD ST SANTA ROSA BEACH FL 32459

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