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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-22 |
Branch Locations
3090 Bristoll St. 4Th Fl Ste 26, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Roseville | CA | 11/2011 | Present |
| Western Wealth Management Llc | Roseville | CA | 06/2016 | Present |
1.02/06/2012 - DBA ONLY - WHITSELL WEALTH MANAGEMENT - ROSEVILLE, CA. 2) 12/03/2013 - Whitsell Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s). 3) 07/01/2014 - Western Wealth Management - Not Investment Related - Registered Investment Advisor Hybrid - Roseville, CA - Start Date:06/02/14 - 160 Hrs/Mth - 100 Hrs During Trading. 4) 09/08/2025 - Capital Gain Podcast - Investment Related - Other - Podcast - Home Based - Start Date:08/25/2025 - 5 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
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