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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2016-06-22 |
Branch Locations
5251 Dtc Parkway Suite 1045, Greenwood Village, CO 80111 • 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 |
|---|---|---|---|---|
| Western Wealth Management, Llc | Greenwood Village | CO | 09/2013 | Present |
| Lpl Financial, Llc | Greenwood Village | CO | 09/2013 | Present |
1. 09/06/2013 - Sentinel Wealth Management, LLC - INV REL - AT REPORTED LOCATION - 30% TIME SPENT - DBA for LPL Business (entity for LPL business) 2. 9/23/2013: REGISTERED INVESTMENT ADVISOR - WESTERN WEALTH MANAGEMENT, LLC - RIA - (HYBRID) WESTERN WEALTH MANAGEMENT, LLC - TIME SPENT 70% - GREENWOOD VILLAGE, CO. 3. 06/25/2015 - HANLEIGH INSURANCE - INV REL - 826 LONG TIMBER LANE, MONUMENT, CO 80132 - NON-VARIABLE INSURANCE - START 06/23/2015 - 1 HR/MO NOT DURING SECS TRDG HRS. 4. 5/6/2021 - Living Your Wealth - DBA: Sentinel Wealth Management, LLC/Living Your Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/19/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 08/18/2021 - Western Wealth Management, LLC - DBA: Living Your Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/22/2021 - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent: 100% - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 08/2021. 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. 6. 3/14/2023 - Living Your Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 4/19/2021 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-25 |
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