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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 | 2024-05-01 |
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 |
|---|---|---|---|---|
| Heirloom Wealth Management | Greenwood Village | CO | 04/2024 | Present |
| Fifth Third Bancorp | Houston | TX | 06/2023 | 09/2023 |
| Chevron | Greeley | CO | 05/2022 | 08/2023 |
| Full Time Student | Denver | CO | 02/2014 | 04/2022 |
| Adamic Ranch | Canon City | CO | 10/2023 | 03/2024 |
2026 - Heirloom Tax Solutions, LLC Consultant- At Reported Business Location(s) - less than 10 Hours Per Month, Provides tax planning and coordination, receives compensation 2026- Pura Vida Shores, LLC - Partnership LLC for Gabe Pardue and Mike Miller, not investment related, real estate holdings in Costa Rica, rental property, less than 10% of time and income spent on entity 2024- Pardue Ventures LLC - Not investment related, LLC created for the purpose of a real estate for a property in North Carolina, less than 10% of time and income spent on entity 2006- Pardue Wealth LLC - Not investment related, electing s-corporation taxation that is used as a flow through entity from Mr. Pardue's equity ownership of Valorium Wealth Partners LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-01 |
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