Heidi Mae Sullivan appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Heidi Mae Sullivan appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-02 | Form ADV | LIBERTY WEALTH MANAGEMENT, LLC | CONTROLLER | OAKLAND, CA |