Tanya Michelle Olvera
Chief Compliance OfficerHeritage Wealth Management Inc.CRD 6108434
About Tanya Michelle Olvera
Tanya Michelle Olvera is listed as Chief Compliance Officer at Heritage Wealth Management Inc. in Cincinnati, OH. Form ADV reports a beneficial ownership band of Under 5%. Tanya Michelle Olvera is associated with 6 registered advisers.
Reported ownership
Owns Under 5% of Heritage Wealth Management Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Tanya Michelle Olvera work?
Tanya Michelle Olvera is listed as Chief Compliance Officer at Heritage Wealth Management Inc. on SEC Form ADV.
How much of Heritage Wealth Management Inc. does Tanya Michelle Olvera own?
Form ADV reports a beneficial ownership band of Under 5%.
Heritage Wealth Management Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
210 Wealth Management, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Verity and Verity, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Lifewealth Investments, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Rsg Investments LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Round Table Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |