Heidi Noelle Wilson is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with STEELPEAK WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEELPEAK WEALTH, LLC | 2024-06-24 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2021-09-08 | 2024-06-22 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2017-07-20 | 2020-01-23 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2015-01-02 | 2017-06-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2010-08-16 | 2014-11-28 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-10-02 | 2009-12-21 | — |