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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-21 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Stow, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Carroll University | University Heights | OH | 01/2024 | Present |
| Lpl Financial Llc | Canton | OH | 01/2026 | Present |
| Aurora City Schools | Aurora | OH | 01/2016 | 01/2024 |
| Federal Reserve Bank Of Cleveland | Cleveland | OH | 06/2025 | 11/2025 |
| Western Wealth Management, Llc | Golden | CO | 08/2026 | Present |
1. 03/2026 - Jumet Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 80 Hour(s)/Month - 80 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/19/2026 2. 03/2026 - Western Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 80 Hour(s)/Month - 80 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/19/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-25 |
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