HEATHER MCGOLERICK is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with MERITIS WEALTH MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERITIS WEALTH MANAGEMENT, INC. | 2025-06-27 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2021-07-09 | 2025-07-11 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2008-01-01 | 2021-07-08 | — |
| A. G. EDWARDS & SONS, INC. | 2007-01-29 | 2008-01-01 | — |