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340 E. 1St Avenue, Suite 310, Broomfield, CO 80020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-14 |
Branch Locations
340 E. 1St Avenue, Suite 310, Broomfield, CO 80020 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2011 | 02/2017 |
| Lpl Financial, Llc | Boulder | CO | 02/2017 | 05/2026 |
| Western Wealth Management, Llc | Boulder | CO | 02/2017 | Present |
| White Hawk Wealth Management | Broomfield | CO | 03/2026 | Present |
1. 3/1/2017 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/21/2017 - 130 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in March 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-11 |
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