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Heidi Mae Sullivan

ControllerLiberty Wealth Management, LLCCRD 6949896

About Heidi Mae Sullivan

Heidi Mae Sullivan is listed as Controller at Liberty Wealth Management, LLC in Oakland, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Liberty Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Heidi Mae Sullivan work?

Heidi Mae Sullivan is listed as Controller at Liberty Wealth Management, LLC on SEC Form ADV.

How much of Liberty Wealth Management, LLC does Heidi Mae Sullivan own?

Form ADV reports a beneficial ownership band of Under 5%.

Liberty Wealth Management, LLC

TitleController
OwnershipUnder 5%
Control personYes
Since2019
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