Heather Morgan Wildonger Sontag appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Heather Morgan Wildonger Sontag appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-02-08 | Form ADV | CARLSBAD WEALTH ADVISORY GROUP, INC. | CHIEF FINANCIAL OFFICER | CARLSBAD, CA |