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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-09-28 |
| CA | RA | APPROVED | 2020-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | San Diego | CA | 08/2013 | 03/2020 |
| Lpl Financial, Llc | Clatskanie | OR | 03/2020 | Present |
| Western Wealth Management Llc | Clatskanie | OR | 03/2020 | Present |
| Meridian Wealth Management | Clatskanie | OR | 01/2021 | Present |
1. 4/13/2020 - Western Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/20/2020 - Western Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Start Date: 3/16/2020 - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Western Wealth Management, an independent investment advisor firm. I started this business activity in 03/2020. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-14 |
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