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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-07 |
| CO | RA | APPROVED | 2016-06-22 |
Branch Locations
109 Coronado Ct Ste 7C, Fort Collins, CO 80525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Collins | CO | 12/2014 | Present |
| Western Wealth Management, Llc | Fort Collins | CO | 12/2014 | Present |
1. 1/8/2015: WESTERN WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Time Spent 100%. 2. 5/7/2015 - FOSSIL CREEK, LLC - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Co-Owner - START 05/01/2015 - 2 Hours Per Month/0 Hours During Securities Trading - LLC that owns office space. 3. 2/19/2020 - Ezzell Financial Group - DBA: Ezzell Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/15/2010 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 2/25/2020 - Western Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/15/2014 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Western Wealth Management, an independent investment advisor firm. I started this business activity in 06/2016. 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 | 2001-10-05 |
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