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Advisor at WESTERN WEALTH MANAGEMENT LLC
Beaverton, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WESTERN WEALTH MANAGEMENT LLC | Independent wealth | Sep 12, 2025 | n/a | yes | Beaverton, OR | Current employment |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | May 22, 2017 | Oct 23, 2025 | no | Tigard, OR|OLYMPIA, WA|Beaverton, OR | Previous registration |
| WADDELL & REED | Former SEC adviser | Jan 16, 2009 | May 18, 2017 | no | LAKE OSWEGO, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | WESTERN WEALTH MANAGEMENT LLC | Oct 23, 2025 | Sep 12, 2025 | -41 | Firm change after gap | RIA to RIA |
| WADDELL & REED | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | May 18, 2017 | May 22, 2017 | 4 | Firm change | Other |