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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-26 |
| TX | RA | APPROVED_RES | 2022-08-18 |
Branch Locations
5251 Dtc Parkway Suite 1045, Greenwood Village, CO 80111 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Englewood | CO | 01/2004 | 02/2022 |
| Bank Of America, Na | Englewood | CO | 09/2009 | 02/2022 |
| Rockefeller Financial Llc | Denver | CO | 02/2022 | 07/2022 |
| Western Wealth Management, Llc | Golden | CO | 08/2022 | Present |
I*78331 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: N/A INVESTMENT RELATED: N ADDRESS OF BUSINESS: 9260 MORNINGTON WAY, LONE TREE, COLORADO 80124 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/10/2015 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDENTIAL INVESTMENT PROPERTY I*35033 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: N/A INVESTMENT RELATED: N ADDRESS OF BUSINESS: CENTENNIAL, COLORADO NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 10/1/2008 NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INVESTMENT PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-01 |
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