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Julian Briscoe Heron

Credentialed Wealth Advisors, LLC

Johnstown, CO

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Current Employers
Credentialed Wealth Advisors, Llc

3 South Parish Avenue, Johnstown, CO 80534 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-03-02
  • CO RA
    APPROVED
    Since 2021-03-02

Branch Locations

3 South Parish Avenue, Johnstown, CO 80534 • 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
Edward Jones St Louis MO 06/2012 03/2021
Credentialed Wealth Advisors, Llc Colorado Springs CO 03/2021 Present
Previous Registrations
  • 2012-11-05 → 2021-03-02
    Edward Jones
    St Louis, MO
    Colorado Springs, CO
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-16
  • S66 Uniform Combined State Law Examination
    2012-08-16
Designations
Other Names
  • Julian Briscoe Heron

View on SEC IAPD

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NATHAN ANDREW SLOAN
RYAN LEE MOHRMANN
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Other Offices

EDWARD JONES · JOHNSTOWN, CO
U.S. BANCORP ADVISORS, LLC · Johnstown, CO
LIDO · Johnstown, CO
THRIVENT INVESTMENT MANAGEMENT INC. · JOHNSTOWN, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Johnstown, CO
WESTERN WEALTH MANAGEMENT LLC · JOHNSTOWN, CO
MORGAN STANLEY · Loveland, CO
AE WEALTH MANAGEMENT, LLC · Loveland, CO

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