HEIDI S MORSHEAD is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with SHIRA RIDGE WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| SHIRA RIDGE WEALTH MANAGEMENT | 2015-05-13 | present | Yes |
| LPL FINANCIAL LLC | 2014-02-26 | 2015-05-21 | — |
| PORTSMOUTH FINANCIAL SERVICES | 2003-10-21 | 2010-07-12 | — |