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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-22 |
| PA | RA | APPROVED | 2019-10-08 |
Branch Locations
213 Market Avenue North, Canton, OH 44702 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-13 |
| PA | RA | APPROVED | 2020-07-15 |
Branch Locations
621 7Th Avenue, Beaver Falls, PA 15010 • United States
213 Market Ave N Ste 100, Canton, OH 44702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Home Depot | Pittsburgh | PA | 05/2016 | 09/2016 |
| Robert Morris University | Pittsburgh | PA | 09/2014 | 05/2018 |
| Halley Dodson Llc. | Pittsburgh | PA | 05/2017 | 02/2018 |
| Lpl Financial Llc | Beaver Falls | PA | 06/2018 | Present |
| Western Wealth Management Llc | Darlington | PA | 08/2018 | 10/2019 |
| Western Wealth Management, Llc | Beaver Falls | PA | 10/2019 | Present |
1) 08/06/2018 - JUMET FINANCIAL, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 08/06/2018 - WESTERN WEALTH ADVISORS - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 3) 8/7/2018 - WESTERN WEALTH MANAGEMENT, LLC. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6 Hours During Trading - Time Spent: 100% - I provide administrative services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in August 2018. 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. 4) 8/7/2018 - Western Wealth Management, LLC - DBA: JUMET FINANCIAL, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/6 Hours During Trading - Time Spent: 100% - I provide administrative services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in August 2018. 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 | 2018-10-01 |
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