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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 | 2018-04-20 |
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Englewood | CO | 06/2014 | 03/2018 |
| Independent Financial Partners | Englewood | CO | 05/2015 | 03/2018 |
| Heirloom Wealth Management, Llc | Englewood | CO | 04/2018 | Present |
1) 2020; Managing Member of Magellen Capital, LLC. Entity used for the processing of bookkeeping and payroll for investment advisory services. Not investment related. 1 hour/mo 2) Colorado Producer license for health and life 3) 2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation 4) 2026- Pura Vida Shores, LLC - not investment related, rental property, less than 10% of time and income spent on entity 3) Insurance agent, Various carriers. Not investment related, Life, accident & health. 20 hours/month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-28 |
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