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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-10 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 01/2022 | 10/2025 |
| Nationwide Mutual Insurance Company | Phoenix | AZ | 09/2021 | 12/2021 |
| Tailored Management | Columbus | OH | 11/2020 | 09/2021 |
| Costco | Phoenix | AZ | 03/2020 | 11/2020 |
| Unemployed | Phoenix | AZ | 01/2020 | 02/2020 |
| Target | Paso Robles | CA | 10/2019 | 12/2019 |
| Saltgrass Steakhouse | Parker | CO | 11/2018 | 03/2019 |
| Unemployed | Parker | CO | 03/2019 | 10/2019 |
| Qdoba Mexican Eats | Parker | CO | 06/2017 | 08/2017 |
| Grand Canyon University | Puntarenas | 08/2017 | 05/2018 | |
| Unemployed | Parker | CO | 05/2018 | 11/2018 |
| Qdoba Mexican Eats | Phoenix | AZ | 09/2016 | 05/2017 |
| Unemployed | Parker | CO | 06/2016 | 09/2016 |
| A To Z Equipment Rentals & Sales | Phoenix | AZ | 02/2020 | 02/2020 |
| Mission Trip | Alajuela Province | 06/2019 | 08/2019 | |
| Grand Canyon Universtiy | Phoenix | AZ | 08/2016 | 05/2017 |
| Full-Time Student | Parker | CO | 05/2018 | 07/2020 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Lpl Financial Llc | Golden | CO | 06/2026 | Present |
| Unemployed | Denver | CO | 10/2025 | 06/2026 |
1. 6/2026 - Western Wealth Advisors - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/9/2026 2. 6/2026 - Western Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 6/9/2026 3. 06/16/2026 - Western Wealth Management, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 06/2026. 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. 06/16/2026 - Western Wealth Management, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/08/2026 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 06/2026. 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 | 2024-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-09 |
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