Best Investors
Account
Sign in
Best Investors
Account
Sign in
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-05-13 |
Branch Locations
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States
3200 Cherry Creek Drive South Suite 130, Denver, CO 80209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 03/2004 | 12/2018 |
| Jackson National Life Distributors Llc | Franklin | TN | 12/2018 | 05/2019 |
| Heirloom Wealth Management | Greenwood Village | CO | 05/2019 | Present |
1) INSURANCE AGENT; VARIOUS CARRIERS. LIFE, HEALTH & FIXED ANNUITIES. NOT INVESTMENT RELATED. START DATE: 2004. 20 HOURS/MO. 2) MANAGING MEMBER STRATUM WEALTH MANAGEMENT INC. NOT INVESTMENT RELATED. ENTITY USED FOR PROCESSING OF BOOKKEEPING AND PAYROLL. START DATE: 8/2020 1 HOUR/MO. 3) STRATUM REALTY, LLC- MANAGING MEMBER. ENTITY USED FOR PERSONAL REAL ESTATE INVESTMENTS. NOT INVESTMENT RELATED. START DATE 10/25/2022. 2 HOURS/MONTH. 4) 8083 WATERFOWL, LLC- MANAGING MEMBER. ENTITY USED FOR PERSONAL INVESTMENTS. NOT INVESTMENT RELATED. START DATE: 2020. 0 HOURS/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-02 |
Reach out to this advisor