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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
1624 Santa Clara Drive Suite 225, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2010 | 10/2020 |
| Ameritas Investment Company, Llc | Lincoln | NE | 10/2020 | 01/2025 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 01/2025 |
| Lpl Financial | Roseville | CA | 01/2025 | Present |
| Western Wealth Management, Llc | Roseville | CA | 01/2025 | Present |
1) 01/2025 - Western Wealth Management, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100% Time Spent 2) 01/2025 - Insurance Sales / Non-Variable Insurance / Investment related / Roseville, CA 95661 / Start date 01/08/2025 - 1 hrs per month - 1% Time Spent 3) 01/14/2025 - Western Wealth Management LLC - Investment Related - Registered Investment Advisor Hybrid - Golden, CO -Start Date:01/08/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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) 01/14/2025 - Western Wealth Management, LLC - Investment Related - Registered Investment Advisor DBA - Golden, CO - Start Date:01/08/2025 -160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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 | 2010-03-05 |
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