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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 | 2018-05-01 |
Branch Locations
385 Inverness Pkwy Suite 390, Englewood, CO 80112 • United States
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 | Denver | CO | 08/2008 | 04/2018 |
| Ms Howell & Co | Denver | CO | 05/2018 | 05/2025 |
| Heirloom Wealth Financial | Englewood | CO | 04/2018 | Present |
(1) SEPT 2014; SEGLER WEALTH MANAGEMENT, DENVER, CO; NON INVESTMENT RELATED; BUSINESS ENTITY FOR TAX PURPOSES; OWNER; GENERAL MANAGEMENT; DEVOTE 5 HRS/MONTH DURING NON MARKET HOURS; (2) INSURANCE AGENT. VARIOUS CARRIERS. NATIONAL INSURANCE LICENSE CARRIER. LIFE, ACCIDENT & HEALTH. 20 HOURS/MONTH OR LESS THAN 10% OF HER TIME. (3) OWNER OF DENVER DIVORCE FINANCIAL, LLC; OFFERS MEDICATION SERVICES; NON-INVESTMENT RELATED; SPENDS LESS THAN 10% OF HER TIME PER MONTH. (4) CONTRACTOR WITH HEIRLOOM TAX SOLUTIONS, LLC; PROVIDES TAX CONSULTING SERVICES; NON-INVESTMENT REALTED; SPENDS LESS THAN 10% OF HER TIME PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-02 |
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