Best Investors Account Sign in
Current Employers
Western Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-10-12
  • PA RA
    APPROVED
    Since 2023-10-12

Branch Locations

621 7Th Ave., Beaver Falls, PA 15010 • 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
Lpl Financial Llc Beaver Falls PA 05/2022 Present
United Parcel Service Moon Township PA 06/2020 06/2022
Legends Hospitality Burgettstown PA 08/2018 09/2021
Chick Fil A Moon Township PA 05/2019 05/2019
Burgettstown Area Youth Soccer Association Cherry Valley PA 04/2016 06/2018
Burgettstown Middle/High School Burgettstown PA 08/2013 06/2020
Robert Morris University Moon Township PA 06/2020 08/2023
Western Wealth Management Golden CO 10/2023 Present
  • 05/2022 → Present
    Lpl Financial Llc
    Beaver Falls, PA
  • 06/2020 → 06/2022
    United Parcel Service
    Moon Township, PA
  • 08/2018 → 09/2021
    Legends Hospitality
    Burgettstown, PA
  • 05/2019 → 05/2019
    Chick Fil A
    Moon Township, PA
  • 04/2016 → 06/2018
    Burgettstown Area Youth Soccer Association
    Cherry Valley, PA
  • 08/2013 → 06/2020
    Burgettstown Middle/High School
    Burgettstown, PA
  • 06/2020 → 08/2023
    Robert Morris University
    Moon Township, PA
  • 10/2023 → Present
    Western Wealth Management
    Golden, CO
Other Businesses

1) 08/2023 - Western Wealth Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 08/2023 - Jumet Financial, LLC /DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 08/15/2023 - Jumet Financial, LLC - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 08/07/2023 - 160 Hours Per Month/ 4.5 Hours During Trading - Time Spent 100% - I provide administrative support to Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in 8/2023 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. 4) 08/15/2023 - Western Wealth Management LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 08/07/2023 - 160 Hours Per Month/ 4.5 Hours During Trading - Time Spent 100% - I provide administrative support to Western Wealth Management, LLC , an independent investment advisor firm. I started this business activity in 8/2023 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-11
  • S66 Uniform Combined State Law Examination
    2023-10-11
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Beaver Falls, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor