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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

MICHAEL GREGORY EUSTON

Advisor at HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95de56db-eff3-bff8-6934-ade378e84d10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 25, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HEIRLOOM WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 24, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Nov 24, 2010
First registration: Nov 25, 2010
Dual registered: no
Other names: MIKE EUSTON
IAPD individual key: 5847452

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HEIRLOOM WEALTH MANAGEMENT LLC	Independent wealth	Apr 20, 2018	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	May 27, 2015	Apr 11, 2018	no	ENGLEWOOD, CO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 20, 2014	Apr 9, 2018	no	ENGLEWOOD, CO\|LITTLETON, CO\|CASTLE ROCK, CO\|TORRANCE, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 25, 2010	Jul 18, 2014	no	LAKEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT FINANCIAL PARTNERS	HEIRLOOM WEALTH MANAGEMENT LLC	Apr 11, 2018	Apr 20, 2018	9	Firm change	RIA to new firm
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Apr 9, 2018	May 27, 2015	-1,048	Firm change after gap	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jul 18, 2014	Jun 20, 2014	-28	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
125112:292277:CO:2018-04-05	Apr 11, 2018	Apr 20, 2018	ENGLEWOOD, CO	Firm change

Relationships

Registered with (4)

→ HEIRLOOM WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 20, 2018 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
May 27, 2015 to Apr 11, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 20, 2014 to Apr 9, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 25, 2010 to Jul 18, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95de56db-eff3-bff8-6934-ade378e84d10
First observed: Nov 25, 2010
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL GREGORY EUSTON

Advisor at HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95de56db-eff3-bff8-6934-ade378e84d10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:26 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

HEIRLOOM WEALTH MANAGEMENT LLC

Independent wealth

Apr 20, 2018

n/a

yes

GREENWOOD VILLAGE, CO

Current employment

INDEPENDENT FINANCIAL PARTNERS

Bd affiliated wealth

May 27, 2015

Apr 11, 2018

ENGLEWOOD, CO

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

Jun 20, 2014

Apr 9, 2018

ENGLEWOOD, CO|LITTLETON, CO|CASTLE ROCK, CO|TORRANCE, CA

Previous registration

WELLS FARGO ADVISORS

Wirehouse

Nov 25, 2010

Jul 18, 2014

LAKEWOOD, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

INDEPENDENT FINANCIAL PARTNERS

HEIRLOOM WEALTH MANAGEMENT LLC

Apr 11, 2018

Apr 20, 2018

Firm change

RIA to new firm

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

Apr 9, 2018

May 27, 2015

-1,048

Firm change after gap

Other

WELLS FARGO ADVISORS

LPL FINANCIAL LLC

Jul 18, 2014

Jun 20, 2014

-28

Firm change

Other

Team

Left

Joined

From

Kind

125112:292277:CO:2018-04-05

Apr 11, 2018

Apr 20, 2018

ENGLEWOOD, CO

Firm change