Heidi Louise Lingle

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-02-06
UT	RA	APPROVED	2020-01-08

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Salt Lake City	UT	07/2019	Present
Unemployed	Salt Lake City	UT	07/2015	07/2019
Bank Of America, N.A.	Salt Lake City	UT	08/2019	Present

07/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Salt Lake City, UT
07/2015 → 07/2019

Unemployed

Salt Lake City, UT
08/2019 → Present

Bank Of America, N.A.

Salt Lake City, UT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-06

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