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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-04 |
Branch Locations
3900 E. Mexico Ave Suite 950, Denver, CO 80210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2022 | 09/2024 |
| Waterstone Community Church | Littleton | CO | 09/2014 | 07/2020 |
| Unemployed | Littleton | CO | 03/2020 | 06/2022 |
| Lpl Financial | Greenwood Village | CO | 09/2024 | Present |
| Western Wealth Management, Llc | Golden | CO | 12/2025 | Present |
1) 10/10/2025 - Beyond Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:10/20/2025 - 160 Hrs/Mth - 130 Hrs During Trading. 2) 12/09/2025-Western Wealth Management LLC-Admin -Registered Investment Advisor Hybrid-Inv Related-160hrs/mth-7hrs/mth during trading. I provide administrative support to Western Wealth Management, LLC an independent investment advisor firm. I started this business activity in 12/2025. 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. 3) 12/11/2025 - Beyond Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business location(s) - SAtart Date 12/02/2025 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
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