HEATHER GRIFFIN CLEGG is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2024-04-30 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2015-06-08 | 2024-05-07 | — |
| UBS FINANCIAL SERVICES INC. | 2011-03-31 | 2013-08-06 | — |
| STRATEGIC ADVISERS LLC | 2007-10-09 | 2009-05-05 | — |