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Heidi S Morshead

Shira Ridge Wealth Management

San Rafael, CA

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Current Employers
Shira Ridge Wealth Management

999 Fifth Avenue Suite 590, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-05-13
  • CA RA
    APPROVED
    Since 2015-05-13

Branch Locations

999 Fifth Avenue Suite 590, San Rafael, CA 94901 • 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
Heidi Morshead San Anselmo CA 09/2011 Present
Shira Ridge Wealth Management Larkspur CA 06/2012 Present
Previous Registrations
  • 2014-02-26 → 2015-05-21
    Lpl Financial Llc
    Larkspur, CA
  • 2003-10-21 → 2010-07-12
    Portsmouth Financial Services
    San Rafael, CA
    San Francisco, CA
    Walnut Creek, CA
Other Businesses

1) 9/2011 - Heidi Morshead Consulting / Real Estate /10%/ Non-investment related / SAN ANSELMO, CA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-05-10
  • S63 Uniform Securities Agent State Law Examination
    1993-05-10
Other Names
  • Heidi Lorraine Morshead
  • Heidi S Lorraine

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

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