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Heather R. Solley

MORE THAN YOUR MONEY
COLORADO SPRINGS, CO 80920-3964
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CRD#: 6911849
HS
Heather Rene SolleyMORE THAN YOUR MONEY

Professional summary


Heather Rene Solley, who also goes by Heather Rene Cobb, is a registered financial advisor currently at MORE THAN YOUR MONEY, INC. located in Colorado Springs, Colorado.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Heather has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance


Always Fiduciary

Aliases


Heather Rene Cobb

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Heather Rene Solley's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 13, 2021 - Present

MORE THAN YOUR MONEY, INC.

Office #1: 1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964
RIA
CRD#: 289058
COLORADO SPRINGS, CO
Past

September 18, 2020 - December 3, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Fayetteville, NC
Past

July 28, 2020 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
Fayetteville, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/13/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/28/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


MORE THAN YOUR MONEY, INC.
MORE THAN YOUR MONEY, INC.
MORE THAN YOUR MONEY, INC.

CRD#: 289058 / SEC#:

Colorado
Registered Investment Advisory firm - (8/4/2017 Approved)
Louisiana
Registered Investment Advisory firm - (11/18/2024 Terminated)
Texas
Registered Investment Advisory firm - (12/6/2023 Terminated)
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Contact information


Main Address
1271 Kelly Johnson Blvd, Ste 210, Colorado Springs, CO 80920-3964
Mailing Address
Phone number
(719) 722-2135
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORE THAN YOUR MONEY, INC.

MORE THAN YOUR MONEY, INC.

CRD#: 289058Colorado Springs, CO 80920-3964

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