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6400 S Fiddlers Green Circle Suite 1970, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| CO | 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 |
|---|---|---|---|---|
| Potter Financial Performance | Westminster | CO | 03/1994 | 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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-30 |
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