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
| Title | Controller |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |