Betty Jo Tomlinson

Current Employers

Employment History

• 12/2014 → Present
  Lpl Financial Llc
  Montrose, CO
• 12/2014 → 10/2019
  Strategic Wealth Advisors Group
  Montrose, CO
• 06/2019 → Present
  Cimarron Wealth Management (F/K/A Colorado West Investments)
  Montrose, CO
• 12/2014 → Present
  Cimarron Wealth Management (F/K/A Colorado West Investments)
  Montrose, CO
• 06/2019 → 08/2020
  Colorado West Investments, Inc.
  Montrose, CO

Previous Registrations

• 2016-07-06 → 2019-10-18
  Mariner Advisor Network
  Montrose, CO
• 2014-12-18 → 2016-07-07
  Strategic Wealth Advisors Group
  Montrose, CO
• 2012-07-19 → 2014-12-22
  Bancwest Investment Services, Inc.
  Crested Butte, CO
  Delta, CO
  Grand Junction, CO
  Clifton, CO
  Grand Junction, CO
  Fruita, CO
  Crested Butte, CO
  Salida, CO
  Gunnison, CO
  Salida, CO
  Montrose, CO
  Montrose, CO
  Gunnison, CO
  Fruita, CO
  Grand Junction, CO
  Fruita, CO
  Delta, CO
  Grand Junction, CO
  Grand Junction, CO

Other Businesses

1. 4/20/2018 - OK Holdings, LLC - Not Investment Related - Gunnison, CO 80209 - Real Estate Rental - Partner - Started 04/06/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 2. 04/23/2019 - OK Gunnison, LLC - Not Investment related - 1701 E. Niagara Rd., Montrose, CO 81401 - Real Estate Rental - start date: 04/08/2019 - 1 Hour/Month - 0 During Securities Trading. 3. 06/22/2022 - Cimarron Wealth Management, Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 06/17/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 4. 07/15/2022 - Cimarron Wealth Management, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Advisor - Start Date - 06/09/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Cimarron Wealth Management, Inc., an independent investment advisor firm. I started this business activity in 06/2022. 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.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-18
• S63 Uniform Securities Agent State Law Examination
  1998-04-23

Other Names

• Betty Jo Miller
• Betty Jo Miller
• Betty Jo Rowan
• Betty J Rowan