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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-11 |
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