Kathryn Ann Lizotte

Current Employers

Employment History

• 09/2016 → 09/2017
  Trust Company Of America
  Centennial, CO
• 11/2016 → 09/2017
  Tcadvisors Network
  Centennial, CO
• 09/2017 → Present
  Lpl Financial, Llc
  Greenwood Village, CO
• 01/2018 → Present
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
• 10/2023 → Present
  Western Wealth Management, Llc
  Golden, CO

Previous Registrations

• 2018-01-02 → 2023-10-16
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
  Centennial, CO
  Edwards, CO
• 2010-11-24 → 2012-10-08
  Ubs Financial Services Inc.
  San Francisco, CA

Other Businesses

1. 4/3/2018 - West of Wall Street, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/31/2017 - 10 Hours Per Month During Securities Trading. 2. 1/25/2019 - Individual Commercial Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2019 - 1 Hour Per Month During Securities Trading - Fixed Insurance. 3. 10/24/2023: Western Wealth Management, LLC; At Reported Business Location(s); Registered Investment Advisor Hybrid; IAR; Inv. related; start date 10/16/2023; 160hrs/mo.; 6hrs during trading; I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2023. 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. 4. 11/16/2023 - Aprisent Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 40 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-11-23

Designations

Other Names

• Kathryn Greene
• Kathryn Ann Greene