HEATHER SUE MEEKS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2024-12-26 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2008-06-03 | 2016-01-26 | — |
| MORGAN STANLEY & CO. LLC | 2007-11-27 | 2008-02-27 | — |