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Meaghan O'HAra Brugge

Headwaters Financial Planning, LLC

Granby, CO

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Current Employers
Headwaters Financial Planning, Llc

Granby, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-02-24
  • CO RA
    APPROVED
    Since 2024-02-24

Branch Locations

Granby, CO • 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
Headwaters Financial Planning, Llc Granby CO 02/2024 Present
Winter Park Resort Winter Park CO 06/2015 02/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-06
  • S65 Uniform Investment Adviser Law Examination
    2024-01-06
Other Names
  • Meaghan Brugge

View on SEC IAPD

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