Heather Morgan Wildonger Sontag

Current Employers

Carlsbad Wealth Advisory Group, Inc.

2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-30
CA	RA	APPROVED	2019-12-02

TX RA
APPROVED

Since 2026-04-30
CA RA
APPROVED

Since 2019-12-02

Branch Locations

2011 Palomar Airport Rd Ste 101, Carlsbad, CA 92011 • 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

Organization	City	State	From	To
Solar Turbines Incorporated	San Diego	CA	04/2016	Present
Carlsbad Wealth Advisory Group	Carlsbad	CA	12/2019	Present

04/2016 → Present

Solar Turbines Incorporated

San Diego, CA
12/2019 → Present

Carlsbad Wealth Advisory Group

Carlsbad, CA

Other Businesses

Solar Turbines Incorporated Not Investment Related San Diego, CA Turbine Manufacturer Sr. Staff Accountant Start Date: 04/2016 ~160 hours/month ~5 hours per day during securities trading hours Accounting related duties for Customer Services Finance segment.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-02
S63	Uniform Securities Agent State Law Examination	2019-08-20

S65 Uniform Investment Adviser Law Examination

2019-12-02
S63 Uniform Securities Agent State Law Examination

2019-08-20

Designations

Other Names

Heather Morgan Wildonger

View on SEC IAPD