Daniella Friend

Current Employers

Employment History

• 09/2011 → 04/2017
  Bondwave Advisors
  Wheaton, IL
• 05/2017 → 06/2017
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2021 → 07/2023
  Bitwise Asset Management
  San Francisco, CA
• 06/2021 → 12/2022
  Umb Distribution Services
  Milwaukee, WI
• 01/2019 → 04/2021
  First Trust Portfolios L.P.
  Wheaton, IL
• 06/2017 → 12/2018
  First Trust Portfolios L.P.
  Wheaton, IL
• 01/2023 → 07/2023
  Foreside Fund Services, Llc
  San Francisco, CA
• 07/2023 → 12/2024
  Cedrus Llc
  Littleton, CO
• 12/2024 → 02/2025
  Srs Capital Advisors, Llc
  Denver, CO
• 02/2025 → Present
  Lpl Financial
  Greenwood Village, CO
• 02/2025 → Present
  Gps Wealth Strategies Group
  Greenwood Village, CO
• 10/2025 → Present
  Western Wealth Management, Llc
  Greenwood Village, CO

Previous Registrations

• 2025-02-06 → 2025-11-19
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
  Centennial, CO
• 2023-08-22 → 2025-03-26
  Cedrus
  Littleton, CO
  Castle Pines, CO
• 2024-12-08 → 2025-02-04
  Arax Advisory Partners
  Littleton, CO
  New York, NY
• 2017-05-02 → 2021-05-28
  First Trust Advisors Lp
  Wheaton, IL
  Chciago, IL
  Wheaton, IL
  San Francisco, CA
• 2012-10-03 → 2016-11-01
  Bondwave Llc
  Wheaton, IL

Other Businesses

1- 10/13/2025 - Populus Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/01/2025 - 160 Hrs/Mth - 140 Hrs During Trading. 2- 11/25/2025 - Western Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/22/2025 - 160 hours per month/ 140 hours during trading - I provide investment advisory services through Western Wealth Management, an independent investment advisor firm. I started this business activity in 10/2025. 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21
• S63 Uniform Securities Agent State Law Examination
  2017-06-06
• S65 Uniform Investment Adviser Law Examination
  2012-10-02

Other Names

• Daniella Marie Sucato
• Daniella Sucato