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Current Employers
Western Wealth Management Llc

14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-06-22
  • CA RA
    APPROVED
    Since 2016-06-22

Branch Locations

3090 Bristoll St. 4Th Fl Ste 26, Costa Mesa, CA 92626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Roseville CA 11/2011 Present
Western Wealth Management Llc Roseville CA 06/2016 Present
Previous Registrations
  • 2014-06-09 → 2016-06-22
    Western Wealth Management Llc
    Roseville, CA
    Golden, CO
    Roseville, CA
  • 2008-04-10 → 2011-11-03
    Sacramento, CA
    Citrus Heights, CA
    St Louis, MO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-04
  • S66 Uniform Combined State Law Examination
    2008-04-04

View on SEC IAPD

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