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RIA / WealthAdvisor25 years in industry

AMANDA LEA ARTHUR

Advisor at HEIRLOOM WEALTH MANAGEMENT LLC

GREENWOOD VILLAGE, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Dec 12, 2001 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: Aug 10, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 10
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 10, 2001
First registration: Dec 12, 2001
Dual registered: no
Other names: AMANDA LEA MOONEY|AMANDA L ARTHUR|Amanda L Mooney
IAPD individual key: 4421555

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	Jan 22, 2019	n/a	yes	GREENWOOD VILLAGE, CO	Current employment
CREIGHTON RETIREMENT PARTNERS	n/a	Jan 13, 2022	Apr 2, 2025	no	DENVER, CO\|DENVER, CO	Previous registration
CREIGHTON RETIREMENT PARTNERS	n/a	Jun 8, 2018	Dec 31, 2021	no	DENVER, CO	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 18, 2016	Mar 1, 2018	no	Denver, CO	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Sep 11, 2014	Sep 22, 2016	no	AUSTIN, TX\|Denver, CO	Previous registration
INVESTMENT MANAGEMENT CONSULTANTS, LTD.	Former SEC adviser	Mar 30, 2010	Sep 25, 2012	no	n/a	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 10, 2008	Sep 12, 2014	no	SAN RAFAEL, CA\|LITTLETON, CO\|DENVER, CO	Previous registration
1ST DISCOUNT BROKERAGE, INC.	Independent wealth	Oct 2, 2007	Jun 30, 2008	no	Lone Tree, CO\|LITTLETON, CO	Previous registration
UNITED SECURITIES ALLIANCE, INC.	n/a	Mar 1, 2004	Dec 31, 2005	no	LITTLETON, CO\|GOLDEN, CO\|LITTLETON, CO\|LITTLETON, CO\|GREENWOOD VILLAGE, CO	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 28, 2002	Mar 21, 2003	no	ADDISON, TX	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 12, 2001	Aug 2, 2002	no	IRVING, TX	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
CREIGHTON RETIREMENT PARTNERS	n/a	Apr 2, 2025	n/a	n/a	Departure no registered destination	Departure
CREIGHTON RETIREMENT PARTNERS	HEIRLOOM WEALTH MANAGEMENT LLC	Dec 31, 2021	Jan 22, 2019	-1,074	Firm change after gap	Other
KESTRA ADVISORY SERVICES, LLC	CREIGHTON RETIREMENT PARTNERS	Mar 1, 2018	Jun 8, 2018	99	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 18, 2016	-157	Bulk transfer	Other
FINANCIAL TELESIS, INC.	INVESTMENT MANAGEMENT CONSULTANTS, LTD.	Sep 12, 2014	Mar 30, 2010	-1,627	Firm change after gap	Other
INVESTMENT MANAGEMENT CONSULTANTS, LTD.	NFP ADVISOR SERVICES, LLC	Sep 25, 2012	Sep 11, 2014	716	Firm change after gap	Other
1ST DISCOUNT BROKERAGE, INC.	FINANCIAL TELESIS, INC.	Jun 30, 2008	Jun 10, 2008	-20	Firm change	Other
UNITED SECURITIES ALLIANCE, INC.	1ST DISCOUNT BROKERAGE, INC.	Dec 31, 2005	Oct 2, 2007	640	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	UNITED SECURITIES ALLIANCE, INC.	Mar 21, 2003	Mar 1, 2004	346	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	MSI FINANCIAL SERVICES, INC.	Aug 2, 2002	Aug 28, 2002	26	Firm change	Other

Relationships

Registered with (10)

→ HEIRLOOM WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 22, 2019 to presentfactForm ADV
→ CREIGHTON RETIREMENT PARTNERSRegistered adviserregistration: previous registration
Jan 13, 2022 to Apr 2, 2025factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 18, 2016 to Mar 1, 2018factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Sep 11, 2014 to Sep 22, 2016factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 10, 2008 to Sep 12, 2014factForm ADV
→ INVESTMENT MANAGEMENT CONSULTANTS, LTD.Registered adviserregistration: previous registration
Mar 30, 2010 to Sep 25, 2012factForm ADV
→ 1ST DISCOUNT BROKERAGE, INC.Registered adviserregistration: previous registration
Oct 2, 2007 to Jun 30, 2008factForm ADV
→ UNITED SECURITIES ALLIANCE, INC.Registered adviserregistration: previous registration
Mar 1, 2004 to Dec 31, 2005factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 28, 2002 to Mar 21, 2003factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 12, 2001 to Aug 2, 2002factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor departed, no destination yet
Amanda Lea Arthur no longer registered at Creighton Retirement Partners; no later IA registration on IAPD
Form ADVobserved 4 days ago