Best Investors
Account
Sign in
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-11 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc | Lone Tree | CO | 09/2013 | 09/2024 |
| Schwab Wealth Advisory Inc | Lone Tree | CO | 03/2016 | 09/2024 |
| Lpl Financial Llc | Golden | CO | 05/2025 | Present |
| Unemployed | Littleton | CO | 09/2024 | 05/2025 |
1) 04/2025 - Revival Land Company, LLC / Co-Owner / Business Entity For Tax/Investment Purposes Only / Non Inv Related /Littleton, Colorado 80123 / Start date 06/19/2020 - 1 Hrs per month - 5% time spent 2) 04/2025 - Western Wealth Advisors / DBA for LPL Business (entity for LPL business) / Golden, CO 80401 / Start date 04/09/2025 - 160 hrs per month -100% time spent 3) 04/2025 - Holiday Exteriors /Business Entity For Tax/Investment Purposes Only / Co-Owner / Non Inv Related / Littleton, CO 80123 / Start date 10/01/2024 - 5% time spent 4) 05/06/2025 - Western Wealth Management, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:04/09/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - I provide administrative support to Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in 5/2025. 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. 5) 05/06/2025 - Western Wealth Management, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:04/10/2025 - 160 Hrs/Mth - 8 Hrs During Trading. - I provide administrative support to Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in 5/2025. 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. 6) 12/26/2025 - Populus Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
Reach out to this advisor