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Amanda Lea Arthur

Heirloom Wealth Management LLC

Greenwood Village, CO

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Current Employers
Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-01-22
  • CO RA
    APPROVED
    Since 2019-01-22

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • 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
Creighton Retirement Partners Denver CO 02/2014 12/2017
Kestra Financial Services, Inc. Austin TX 04/2016 03/2018
Creighton Retirement Partners Denver CO 12/2017 04/2025
Heirloom Wealth Management, Llc Greenwood Village CO 01/2019 Present
  • 02/2014 → 12/2017
    Creighton Retirement Partners
    Denver, CO
  • 04/2016 → 03/2018
    Kestra Financial Services, Inc.
    Austin, TX
  • 12/2017 → 04/2025
    Creighton Retirement Partners
    Denver, CO
  • 01/2019 → Present
    Heirloom Wealth Management, Llc
    Greenwood Village, CO
Previous Registrations
  • 2022-01-13 → 2025-04-02
    Creighton Retirement Partners
    Denver, CO
    Denver, CO
  • 2018-06-08 → 2021-12-31
    Creighton Retirement Partners
    Denver, CO
  • 2016-04-18 → 2018-03-01
    Kestra Advisory Services, Llc
    Denver, CO
  • 2014-09-11 → 2016-09-22
    Kestra Investment Services, Llc
    Austin, TX
    Denver, CO
  • 2008-06-10 → 2014-09-12
    Financial Telesis Inc
    San Rafael, CA
    Littleton, CO
    Denver, CO
  • 2010-03-30 → 2012-09-25
    Behr Holdings 1, Ltd.
  • 2007-10-02 → 2008-06-30
    1St Discount Brokerage, Inc.
    Lone Tree, CO
    Littleton, CO
  • 2004-03-01 → 2005-12-31
    United Securities Alliance, Inc.
    Littleton, CO
    Golden, CO
    Littleton, CO
    Littleton, CO
    Greenwood Village, CO
  • 2002-08-28 → 2003-03-21
    Msi Financial Services, Inc.
    Addison, TX
  • 2001-12-12 → 2002-08-02
    Securian Financial Services, Inc.
    Irving, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-12-12
S63 Uniform Securities Agent State Law Examination 2001-08-10
  • S65 Uniform Investment Adviser Law Examination
    2001-12-12
  • S63 Uniform Securities Agent State Law Examination
    2001-08-10
Other Names
  • Amanda Lea Mooney
  • Amanda L Arthur
  • Amanda L Mooney

View on SEC IAPD

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Other Investors

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Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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