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14143 Denver Pkwy., Ste 450, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-10 |
| CO | RA | APPROVED | 2016-06-22 |
Branch Locations
7505 Village Square Dr Suite 102, Castle Pines, CO 80108 • United States
Castle Pines, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Castle Pines | CO | 12/2003 | Present |
| Western Wealth Management Llc | Castle Pines | CO | 06/2016 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-25 |
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