This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHIRA RIDGE WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 10, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

May 10, 1993

First registration

Oct 21, 2003

Dual registered

no

Other names

HEIDI LORRAINE MORSHEAD|HEIDI S LORRAINE

IAPD individual key

1694450

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9cd29ca0-12b5-4ea8-e940-2f503072e86b

First observed

Oct 21, 2003

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.