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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-29 |
Branch Locations
101 Summit Ave Suite 904, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Worth | TX | 09/2012 | Present |
| Wwk Wealth Advisors | Fort Worth | TX | 09/2012 | 03/2019 |
| Western Wealth Management, Llc | Fort Worth | TX | 01/2019 | Present |
1. 07/06/2016: MassMutual - Non-Variable Insurance - INV REL - Start 06/01/2016 - 512 Main St., #204, Fort Worth, TX 76102 - I am the agent of record - 2 Hr/Mo; 1 Hours During Securities Trading. 2. 2/4/2019 - Fairley Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/18/2019 - 120 Hours Per Month/6 Hours During Securities Trading. 3. 4/2/2019 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/18/2019 - 160 Hours Per Month/65 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 March 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-07 |
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