Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
14143 Denver West Pkwy Ste 450, Golden, CO 80401 • United States
Conifer, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Golden | CO | 12/2003 | Present |
| Meridian Wealth Management, Llc | Golden | CO | 06/2012 | Present |
| Western Wealth Management Llc | Golden | CO | 05/2013 | Present |
1. 4/12/2004 - NON-VARIABLE INSURANCE - FIXED INSURANCE - GOLDEN, CO. 2. 12/12/2005 - DBA ONLY - COLORADO FINANCIAL GROUP - GOLDEN, CO. 3. 01/05/2015: WESTERN WEALTH ADVISORS, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 1546 WILLIAMS ST. SUITE 203 DENVER, CO 80218 - START 01/02/2015 - 160 HR/MO ALL DURING SECS TRDG HRS. 4. 11/30/2017 - Western Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/29/2017 - 1 Hour Per Month During Securities Trading. 5. 06/30/2023 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 06/28/2023- 30 Hours Per Month/ 20 During Securities Trading - Time Spent 20% - I provide investment advisory services to Western Wealth Management, LLC., an independent investment advisor firm. I started this business activity in 6/2016 I expect to spend approximately 30 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://wwwadviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-20 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
Reach out to this advisor