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Current Employers
Heirloom Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-12
  • CO RA
    APPROVED
    Since 2025-11-12

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
OrganizationCityStateFromTo
Whipplewood Cpa Littleton CO 09/2022 06/2025
Bender & Lang Littleton CO 01/2022 08/2022
Whipplewood Advisors, Llc Littleton CO 07/2024 06/2025
Kleinman Guerra & Co Centennial CO 08/2021 12/2021
Sc Hansen Tax Denver CO 01/2020 08/2021
Unemployed Denver CO 11/2019 12/2019
10X Business Consultants Denver CO 09/2019 11/2019
Sc Tax Denver CO 08/2019 11/2019
Unemployed Denver CO 06/2019 08/2019
Robert Half At Oakwood Homes Denver CO 01/2019 05/2019
Mcnurlin & Hitchcock Lakewood CO 01/2019 04/2019
Kmart Arvada CO 06/2018 10/2018
Unemployed Denver CO 03/2018 05/2018
Coolbot Dba Store It Cold, Llc Denver CO 05/2016 02/2018
Fork & Spoon Denver CO 08/2014 01/2018
Sammells & Associates Louisville CO 07/2025 10/2025
Heirloom Tax Solutions Greenwood Village CO 11/2025 Present
  • 09/2022 → 06/2025
    Whipplewood Cpa
    Littleton, CO
  • 01/2022 → 08/2022
    Bender & Lang
    Littleton, CO
  • 07/2024 → 06/2025
    Littleton, CO
  • 08/2021 → 12/2021
    Kleinman Guerra & Co
    Centennial, CO
  • 01/2020 → 08/2021
    Sc Hansen Tax
    Denver, CO
  • 11/2019 → 12/2019
    Unemployed
    Denver, CO
  • 09/2019 → 11/2019
    10X Business Consultants
    Denver, CO
  • 08/2019 → 11/2019
    Sc Tax
    Denver, CO
  • 06/2019 → 08/2019
    Unemployed
    Denver, CO
  • 01/2019 → 05/2019
    Robert Half At Oakwood Homes
    Denver, CO
  • 01/2019 → 04/2019
    Mcnurlin & Hitchcock
    Lakewood, CO
  • 06/2018 → 10/2018
    Kmart
    Arvada, CO
  • 03/2018 → 05/2018
    Unemployed
    Denver, CO
  • 05/2016 → 02/2018
    Coolbot Dba Store It Cold, Llc
    Denver, CO
  • 08/2014 → 01/2018
    Fork & Spoon
    Denver, CO
  • 07/2025 → 10/2025
    Sammells & Associates
    Louisville, CO
  • 11/2025 → Present
    Heirloom Tax Solutions
    Greenwood Village, CO
Previous Registrations
Other Businesses

Lesley is the Tax Director for the non-investment related firm Heirloom Tax Solutions where she conducts tax preparation and planning. Lesley spends approximately 90% on her outside business activity. She receives compensation for performing this activity. The address is 6400 S Fiddlers Green Circle, Suite 1970, Greenwood Village, CO 80111.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-26
  • S65 Uniform Investment Adviser Law Examination
    2024-10-26

View on SEC IAPD

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