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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-12 |
Branch Locations
12725 Sw Millikan Way Suite 300, Beaverton, OR 97005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Tigard | OR | 01/2006 | 05/2017 |
| Waddell & Reed, Inc. | Lake Oswego | OR | 01/2006 | 05/2017 |
| Beaverton School District | Beaverton | OR | 02/2009 | Present |
| Lshill, Inc | Lake Oswego | OR | 04/2008 | 10/2016 |
| 1Up, Inc. | Lake Oswego | OR | 10/2016 | Present |
| Lpl Financial, Llc | Tigard | OR | 05/2017 | Present |
| Financial Advocates Investment Management | Beaverton | OR | 05/2017 | Present |
1. 05/17/2017 - CREEKSTONE FINANCIAL CONSULTING/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 10%/ TIGARD, OR 2. 05/17/2017 - FORBES ROBINSON/ NON-VARIABLE INSURANCE/ 5%/ TIGARD, OR 3. 05/17/2017 - THUNDERSTRUCK/ OTHER - MUSICIAN/ 2%/ TIGARD, OR 4. 12/09/2025-WESTERN WEALTH MANAGEMENT LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business location(s) - Start Date 11/01/2025 - 160 hours per month/ 80 hours during trading 5. 5/25/2017 - Creekstone Financial Consulting - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 04/18/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 80%. 6. 3/20/2018 - 1Up, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/29/2016 - 1 Hours Per Month During Securities Trading. 7. 06/04/2024 - Fats and Pet Creations - Non-Inv related - Beaverton, OR - Other - online retail crafts - Started: 1/26/2024 - 20 Hrs/Mo; 0 Hr During Trading. 8. 12/09/2025- Western Wealth Management, LLC-Registered Investment Advisor Hybrid-IAR-I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 11/2025. 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-06 |
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