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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-29 |
Branch Locations
100 Summit Ave. Suite 904, Fort Worth, TX 76102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Fort Worth | TX | 10/2011 | Present |
| Fwpam, Llc (Dba: Wwk Wealth Advisors) | Fort Worth | TX | 06/2013 | 03/2019 |
| Western Wealth Management, Llc | Fort Worth | TX | 01/2019 | Present |
1. 2/14/2017 - Advisors Resource Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2017 - 8 Hours Per Month/4 Hours During Securities Trading. 2. 2/1/2019 - Tyree Wealth Concepts - DBA: Explorent Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/18/2019 - 160 Hours Per Month/160 Hours During Securities Trading 3. 2/7/2019 - Western Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 02/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in Feb 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 3/12/2019 - Western Wealth Management LLC - DBA: Explorent Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 02/07/2019 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in Feb 2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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