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Current Employers
Western Wealth Management Llc

14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-29
  • TX RA
    APPROVED
    Since 2019-01-29

Branch Locations

101 Summit Ave Suite 904, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Ft Worth TX 04/2011 Present
Whitney, Wetzel & Kuether, Llc Fort Worth TX 04/2011 03/2019
Fwpam, Llc (Dba: Wwk Wealth Advisors) Ft. Worth TX 04/2011 03/2019
Western Wealth Management, Llc Fort Worth TX 01/2019 Present
  • 04/2011 → Present
    Ft Worth, TX
  • 04/2011 → 03/2019
    Whitney, Wetzel & Kuether, Llc
    Fort Worth, TX
  • 04/2011 → 03/2019
    Fwpam, Llc (Dba: Wwk Wealth Advisors)
    Ft. Worth, TX
  • 01/2019 → Present
    Fort Worth, TX
Previous Registrations
  • 2011-04-25 → 2019-03-21
    Wwk Wealth Advisors
    Fort Worth, TX
    Fort Worth, TX
  • 2009-05-21 → 2011-03-24
    Fort Worth, TX
    Forth Worth, TX
    Fort Worth, TX
    Ft. Worth, TX
    Watauga, TX
    Cleburne, TX
    Granbury, TX
    Weatherford, TX
    Ft. Worth, TX
    Ft. Worth, TX
  • 2005-11-23 → 2009-05-26
    Fort Worth, TX
  • 2004-04-12 → 2005-04-18
    First Command Bank
    Fort Worth, TX
  • 2004-04-01 → 2004-04-12
    First Command Brokerage Services, Inc.
    Fort Worth, TX
Other Businesses

1. 1/22/2019 - Clearfocus, LLC - DBA: Clearfocus Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2019 - 200 Hours Per Month/120 Hours During Securities Trading. 2. 1/22/2019 - Clearfocus, LLC - DBA: Clearfocus Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/01/2019 - 200 Hours Per Month/120 Hours During Securities Trading. 3. 4/9/2019 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/15/2019 - 160 Hours Per Month/6 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 Jan 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-12-19
S65 Uniform Investment Adviser Law Examination 2004-03-31
  • S63 Uniform Securities Agent State Law Examination
    2005-12-19
  • S65 Uniform Investment Adviser Law Examination
    2004-03-31
Designations

View on SEC IAPD

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