PATRICK HEEB is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-08-11 | 2025-03-31 | — |
| PNC WEALTH MANAGEMENT | 2020-01-17 | 2020-07-10 | — |
| LINCOLN FINANCIAL DISTRIBUTORS, INC. | 2007-10-31 | 2009-01-16 | — |
| INVESCO AIM PRIVATE ASSET MANAGEMENT, INC. | 2002-06-05 | 2007-10-16 | — |