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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 | 2025-11-12 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-26 |
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