Julia V Bourlakov

Current Employers

Employment History

• 03/2010 → 03/2017
  Edward Jones
  St Louis, MO
• 03/2017 → Present
  Lpl Financial, Llc
  Denver, CO
• 04/2017 → Present
  Western Wealth Management, Llc
  Denver, CO

Previous Registrations

• 2010-05-10 → 2017-04-03
  Edward Jones
  Lakewood, CO
  Lakewood, CO
  St Louis, MO

Other Businesses

1) 02/16/2017 - Gaia Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/24/2017 - 160 hr/mth (2)04/05/2017- Western Wealth Management,LLC-investment related-At reported business location(s)- Registered Investment Advisor Hybrid-start 02/24/2014-Hours per month 160/ Hours during trading 8- Time spent percent 100% -I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in April 2017. 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. (3) 05/09/2017-Western Wealth Management, LLC-investment related-At reported business location(s)-Registered Investment Advisor DBA-start 02/24/2017-Hours per month 160/ Hours during trading 8- Time spent percent 100%-I provide investment advisory services through Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in May 2017. 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). 10/8/2018 - Allegis Advisor Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:10/01/2018 - 3 Hours Per Month/0 Hours During Trading - fixed insurance. 5). 05/21/2019 - Lake House Retreat - Investment related - Silverthorne, CO 80498 - Real Estate Rental - start date:01/01/2019 - 8 hrs/mo - 0 hrs during trading. 6). 08/10/2021 - J & A LLC - Not Investment Related - 10600 W Alameda Ave, Lakewood, CO 80226 - Business Entity For Tax/Investment Purposes Only - Start Date: 06/01/2021 - 20 Hours Per Month/5 Hours During Securities Trading - Property management for a building that was purchased.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-07

Other Names

• Julia Kotova
• Julia Bourlakov