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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-09-09 |
Branch Locations
14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc | Denver | CO | 07/2004 | 09/2020 |
| Lpl Financial Llc | Greenwood Village | CO | 09/2020 | Present |
| Western Wealth Management, Llc | Golden | CO | 09/2022 | Present |
1)09/08/2022 - Billows Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/08/2022 - 5280 Beach House, LLC - Owner of Real Estate Rental - Inv Rel - Highlands Ranch, CO - Start: 06/2020 - 2 Hr/Mth 3) 03/04/2025 - Western Wealth Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/09/2022 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 9/2022. 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 | 2004-09-24 |
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