Zachary Roberts

2 Inverness Drive E. Suite 106, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-02-02
TX	RA	APPROVED	2026-02-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Brookstone Capital Management	Wheaton	IL	03/2022	01/2026
Blue Heron Capital; Dba Name For Brookstone Capital Mgmt	Englewood	CO	04/2020	01/2026
Colorado Christian University	Lakewood	CO	07/2019	05/2020
The Walt Disney Company	Orlando	FL	01/2018	07/2018
Trivela Safety	Brighton	CO	01/2019	02/2020
Creative Dining Services	Sioux Center	IA	01/2017	12/2017
Drywall Partitions Incorporated	Arvada	CO	05/2017	08/2017
Dordt College	Sioux Center	IA	08/2016	12/2017
Colorado Christian University	Lakewood	CO	08/2018	05/2020
Blue Heron Capital, Llc	Englewood	CO	01/2026	Present

03/2022 → 01/2026

Brookstone Capital Management

Wheaton, IL
04/2020 → 01/2026

Blue Heron Capital; Dba Name For Brookstone Capital Mgmt

Englewood, CO
07/2019 → 05/2020

Colorado Christian University

Lakewood, CO
01/2018 → 07/2018

The Walt Disney Company

Orlando, FL
01/2019 → 02/2020

Trivela Safety

Brighton, CO
01/2017 → 12/2017

Creative Dining Services

Sioux Center, IA
05/2017 → 08/2017

Drywall Partitions Incorporated

Arvada, CO
08/2016 → 12/2017

Dordt College

Sioux Center, IA
08/2018 → 05/2020

Colorado Christian University

Lakewood, CO
01/2026 → Present

Blue Heron Capital, Llc

Englewood, CO

Insurance agent for life & health offered through affiliated insurance agency Blue Heron Capital, LLC. Time spent: 56 hours per month.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-02-28

Other Firms