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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-20 |
Branch Locations
14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Greenwood Village | CO | 09/2016 | 02/2017 |
| Jefferson County Schools | Golden | CO | 12/2015 | Present |
| Farmers Financial Solutions | Greenwood Village | CO | 09/2016 | 02/2017 |
| Edward Jones | St Louis | MO | 04/2017 | 01/2023 |
| Gps Wealth Strategies Group | Centennial | CO | 01/2023 | 11/2025 |
| Lpl Financial Llc | Golden | CO | 01/2023 | Present |
| Western Wealth Management, Llc | Golden | CO | 11/2025 | Present |
1) 1/2023 - Hellums Farms / Farm / Not Investment Related / 8 Hours per month / 1 time spent percent / Home Based 2) 1/2023 - K&H Farms, LLC / Farm / Not Investment Related / 8 Hours per month / 1 time spent percent / Home Based 3) 1/2023 - H&D Farms / Real Estate Rental / Investment Related / Hours per month / Home Based 4) 05/16/2025 - Lakeside Wealth Management, Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 05/01/2025 - 2 Hours Per Month/0 Hours During Securities Trading 5) 12/04/2025-Western Wealth Management, LLC-IAR-Registered Investment Advisor Hybrid-Inv Related-At Reported business location(s)-Start date 12/01/2025-160hrs/mth-160hrs/mth during trading. I provide investment advisory services through 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. 6) 12/23/2025 - Western Wealth Management, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/24/2025 - 3 hours per month/ during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. I expect to spend approximately 3 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 | 2017-05-26 |
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