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Colin James Green

Western Wealth Management LLC

Dallas, TX

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Current Employers
Western Wealth Management Llc

14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blueheel Llc Dallas TX 05/2024 Present
Belmont Group, Inc. Dallas TX 03/2021 04/2024
Aprisent Financial Group Edwards CO 07/2020 02/2021
Cloverdale Capital Management Dallas TX 04/2019 12/2019
Veterans Affairs - National Institute Of Health Dallas TX 08/2017 05/2019
Southern Methodist University Dallas TX 05/2014 05/2019
Unemployed Dallas TX 12/2019 07/2020
  • 05/2024 → Present
    Blueheel Llc
    Dallas, TX
  • 03/2021 → 04/2024
    Belmont Group, Inc.
    Dallas, TX
  • 07/2020 → 02/2021
    Aprisent Financial Group
    Edwards, CO
  • 04/2019 → 12/2019
    Cloverdale Capital Management
    Dallas, TX
  • 08/2017 → 05/2019
    Veterans Affairs - National Institute Of Health
    Dallas, TX
  • 05/2014 → 05/2019
    Southern Methodist University
    Dallas, TX
  • 12/2019 → 07/2020
    Unemployed
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26
Designations

View on SEC IAPD

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