# PATRICK HEEB

PATRICK HEEB is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-08-11 | 2025-03-31 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2020-01-17 | 2020-07-10 | — |
| [LINCOLN FINANCIAL DISTRIBUTORS, INC.](https://search.stillhousedata.com/firm/145) | 2007-10-31 | 2009-01-16 | — |
| [INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/109264) | 2002-06-05 | 2007-10-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2405183)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2405183.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.