This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WESTLAKE WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Apr 16, 1993

First registration

Jul 6, 1993

Dual registered

no

Other names

Timothy H Khin|TIMOTHY HTOOTHA KHIN

IAPD individual key

2316775

• Occurred

  Apr 9, 2026
  Advisor changed firm

  Timothy Htoo-Tha Khin left Ameriprise Financial Services, Llc for Westlake Wealth Management Llc (registered 2026-04-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fae3ee8-8101-4cec-07bb-5de1fcbc74e7

First observed

Jul 6, 1993

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.