Best Investors Account Sign in
Current Employers
Western Wealth Management Llc

14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-03-10
CO RA APPROVED 2016-06-22
  • TX RA
    APPROVED
    Since 2017-03-10
  • CO RA
    APPROVED
    Since 2016-06-22

Branch Locations

7505 Village Square Dr Suite 102, Castle Pines, CO 80108 • United States

Castle Pines, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Castle Pines CO 12/2003 Present
Western Wealth Management Llc Castle Pines CO 06/2016 Present
Previous Registrations
  • 2015-07-22 → 2016-06-22
    Western Wealth Management Llc
    Castle Pines, CO
    Golden, CO
  • 1999-01-01 → 2003-12-19
    Veravest Investment Advisors, Inc.
    Highlands Ranch, CO
Other Businesses

1. 12/26/2003: NO BUSINESS NAME - NON-VARIABLE INSURANCE 2. 04/18/2007: CASTLE PINES WEALTH MANAGEMENT GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3. 05/18/2011: COLORADO FINANCIAL PARTNERS, LLC INDEPENDENT FINAN - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 4. 05/14/2012: NO BUSINESS NAME - NOT INV REL - COMPLETING ON-LINE SURVEY RESEARCH - NO TIME SPENT - ON-LINE SURVEY REGARDING INVESTMENT TRENDS BY RICHARD DAY RESEARCH 5. 07/22/2015: WESTERN WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: WESTERN WEALTH MANAGEMENT, LLC - START 07/15/2015 - 100 HR/MO 50 DURING SECS TRDG HRS 6. 07/22/2015: WESTERN WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: CASTLE PINES WEALTH MANAGEMENT GROUP - START 05/08/2007 - 100 HR/MO 50 DURING SECS TRDG HRS 7. 07/28/2015 - WESTERN WEALTH MANAGEMENT, LLC - INV REL - 7505 VILLAGE SQUARE DRIVE, #201 CASTLE PINES, CO 80108 - REGISTERED INVESTMENT ADVISOR HYBRID - START 07/09/2015 - I WILL PROVIDE FINANCIAL PLANS AS WELL AS HOURLY ADVICE. 8. 1/24/2017 - V.W. Allibashi & Associates, LLC - Investment Related - 6455 S YOSEMITE #300, Englewood, CO, 80111 or 250 Clare Drive, Castle Pines, CO 80108 - Non-Variable Insurance - Started 01/21/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 9. 08/23/2017 - Western Wealth Advisors - Investment Related - At reported Business location(s) - DBA for LPL Business (entity for LPL business) - start date 08/21/2017 - 0 Hour Per Month / 0 Hours During Securities Trading. 10. 3/14/2023 - Fuhrman Financial Strategies, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 06/02/2004 - 3 Hours Per Month/2 Hours During Securities Trading 11. 11/13/2024 - Crump Life Insurance Services, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/09/2024 - 5 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-23
S63 Uniform Securities Agent State Law Examination 1988-01-25
  • S65 Uniform Investment Adviser Law Examination
    1995-08-23
  • S63 Uniform Securities Agent State Law Examination
    1988-01-25
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Castle Pines, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor