# HEIDI S MORSHEAD

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SHIRA RIDGE WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/117627) | 2015-05-13 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-02-26 | 2015-05-21 | — |
| [PORTSMOUTH FINANCIAL SERVICES](https://search.stillhousedata.com/firm/13980) | 2003-10-21 | 2010-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1694450)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1694450.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.