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Heather Tracey

Meridian Wealth Partners, LLC

East Norriton, PA

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Current Employers
Meridian Wealth Partners, Llc

301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-04-06
  • PA RA
    APPROVED
    Since 2017-04-06

Branch Locations

301 East Germantown Pike Ste 201, East Norriton, PA 19401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hj Wealth Management Llc Plymouth Meeting PA 03/2000 04/2017
American Portfolios Financial Services, Inc. Plymouth Meeting PA 07/2007 Present
Meridian Wealth Partners, Llc Plymouth Meeting PA 04/2017 Present
  • 03/2000 → 04/2017
    Hj Wealth Management Llc
    Plymouth Meeting, PA
  • 07/2007 → Present
    American Portfolios Financial Services, Inc.
    Plymouth Meeting, PA
  • 04/2017 → Present
    Meridian Wealth Partners, Llc
    Plymouth Meeting, PA
Previous Registrations
  • 2012-08-30 → 2017-12-07
    Hj Wealth Management Llc
    Plymouth Meeting, PA
Other Businesses

ORIGAMI OWL - JEWELRY SALES; START DATE: 08/2013. DEVOTES 10 HRS PER MONTH. 9/24/13

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-29
  • S65 Uniform Investment Adviser Law Examination
    2012-08-29
Other Names
  • Heather Doyle

View on SEC IAPD

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