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6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED | 2022-11-01 |
Branch Locations
6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advocates | Prior Lake | MN | 11/2018 | 07/2021 |
| Unemployed | Minneapolis | MN | 10/2018 | 10/2018 |
| Cornerstone Wealth Advisors | Edina | MN | 06/2018 | 09/2018 |
| College Student | Blacksburg | VA | 09/2014 | 05/2018 |
| Potter Financial Solutions | Westminster | CO | 08/2021 | 06/2023 |
| Heirloom Wealth Management, Llc | Denver | CO | 10/2022 | Present |
2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation
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