Roger Damon Segler

Current Employers

Heirloom Wealth Management Llc

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-12-20

CO RA
APPROVED

Since 2022-12-20

Branch Locations

6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • 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

Organization	City	State	From	To
All Recycling, Inc.	Englewood	CO	11/2010	11/2022
Heirloom Welath Management, Llc	Denver	CO	11/2022	Present

11/2010 → 11/2022

All Recycling, Inc.

Englewood, CO
11/2022 → Present

Heirloom Welath Management, Llc

Denver, CO

Other Businesses

2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-20

S65 Uniform Investment Adviser Law Examination

2022-12-20

View on SEC IAPD

Current Employers

Heirloom Wealth Management Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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