Inactive

Heather Mcgolerick

Meritis Wealth Management, Inc.

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Current Employers

Meritis Wealth Management, Inc.

12435 Park Potomac Ave Suite 440, Potomac, MD 20854 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-06-27
TX	RA	APPROVED	2025-06-27

MD RA
APPROVED

Since 2025-06-27
TX RA
APPROVED

Since 2025-06-27

Branch Locations

12435 Park Potomac Ave Suite 440, Potomac, MD 20854 • 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
Wells Fargo Clearing Services, Llc	Washington	DC	01/2008	07/2021
Wells Fargo Advisors	Washington	DC	07/2021	06/2025
Meritis Wealth Management, Inc.	Potomac	MD	06/2025	Present

01/2008 → 07/2021

Wells Fargo Clearing Services, Llc

Washington, DC
07/2021 → 06/2025

Wells Fargo Advisors

Washington, DC
06/2025 → Present

Meritis Wealth Management, Inc.

Potomac, MD

Previous Registrations

2021-07-09 → 2025-07-11

Wells Fargo Advisors Financial Network, Llc

Potomac, MD
2008-01-01 → 2021-07-08

Wells Fargo Clearing Services, Llc

Washington, DC

Washington, DC
2007-01-29 → 2008-01-01

A. G. Edwards & Sons, Inc.

Washington, DC

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-12-19
S63	Uniform Securities Agent State Law Examination	1995-04-20

S66 Uniform Combined State Law Examination

2006-12-19
S63 Uniform Securities Agent State Law Examination

1995-04-20

Other Names

Heather Anne Sullivan
Heather Sullivan Mcgolerick

View on SEC IAPD

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MICHAEL J BURKE

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