Best Investors
Account
Sign in
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-01 |
Branch Locations
3900 E. Mexico Ave Ste 950, Denver, CO 80210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Greenwood Village | CO | 08/2018 | Present |
| Starbucks | Denver | CO | 09/2011 | 09/2019 |
| Transamerica | Denver | CO | 12/2015 | 12/2016 |
| Gps Wealth Strategies Group | Greenwood Village | CO | 01/2023 | Present |
| Western Wealth Management, Llc | Golden | CO | 11/2025 | Present |
1- 2/15/2023 - GPS Wealth Strategies Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/17/2023 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through GPS Wealth Strategies Group, LLC, an independent investment advisor firm. I started this business activity in 1/2023. 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. 2- 10/10/2025 - Beyond Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:10/20/2025 - 160 Hrs/Mth - 130 Hrs During Trading. 3- 12/09/2025-Western Wealth Management, LLC-IAR-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 12/01/2025-160hrs/mth-160hrs/mth during trading. I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. 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. 4- 12/31/2025 - Beyond Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/01/2025 - 160 hours per month/ during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
Reach out to this advisor