KATIE L. HEIMBACH is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-26 | 2025-03-31 | — |
| JANNEY MONTGOMERY SCOTT LLC | 2014-09-11 | 2018-07-30 | — |