Best Investors Account Sign in
Current Employers
Western Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-21
  • TX RA
    APPROVED
    Since 2017-11-21

Branch Locations

101 Summit Ave Suite 904, Fort Worth, TX 76102 • 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
Wells Fargo Advisors, Llc Fort Worth TX 08/2014 11/2016
Wells Fargo Clearing Services, Llc Fort Worth TX 11/2016 11/2017
Lpl Financial, Llc Mansfield TX 11/2017 Present
Western Wealth Management, Llc Mansfield TX 11/2017 Present
Previous Registrations
  • 2014-08-22 → 2017-11-30
    Fort Worth, TX
    Arlington, TX
    Grand Prairie, TX
    Mansfield, TX
    Grand Prairie, TX
    Grand Prairie, TX
    Grand Prairie, TX
    Grand Prairie, TX
    Grand Prairie, TX
  • 2008-07-09 → 2014-08-25
    Arlington, TX
    St Louis, MO
    St Louis, MO
    Ft Worth, TX
    Ft Worth, TX
    College Station, TX
Other Businesses

1. 11/21/2017 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/17/2017 - 130 Hours Per Month/6 Hours During Securities Trading - Time Spent - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in November 2017. I expect to spend approximately 130 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. 2. 11/21/2018 - Oakcrest Financial Services - DBA: Oakcrest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 12/31/2019 - DFW College Savings - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/02/2019 - 10 Hours Per Month/3 Hours During Securities Trading. 4. 08/09/2022- Oakcrest Retirement and Life Planning-Investment Related- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Financial Advisor -Start Date- 07/26/2022- 20 Hours Per Month/ 20 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-27
  • S66 Uniform Combined State Law Examination
    2008-06-27
Other Names
  • Justin Wooley

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor