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1701 Niagara Rd, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-01 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
Branch Locations
707 Wapiti Ave. Suite 204A, Rifle, CO 81650 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2015 | 09/2022 |
| Lpl Financial | Rifle | CO | 09/2022 | Present |
| Adviser's Pride, Inc. | Appleton | WI | 09/2022 | 10/2022 |
| Gateway Wealth Partners, Llc | Rifle | CO | 10/2022 | 06/2026 |
| Cimarron Wealth Management, Inc. | Rifle | CO | 05/2026 | Present |
1. 09/02/2022 - Planning and Zoning Commissioner with the City of Rifle - 202 Railroad Ave, Rifle, CO 81650 - Outside/W-2 Employment - Commissioner - Start Date 09/2021 - 2 Hours Per Month. 2. 09/02/2022 - New Creation Church - Not Investment Related - 107 8th St, Glenwood Springs, CO 81601 - Other - Jail Ministry Leader - Start Date 04/2013 - 4 Hours Per Month. 3. 02/09/2023 - Outwest Financial Planning, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 10/01/2022 - 160 Hours Per Month/ 160 Hours During Trading. 4. 05/01/2026 - Cimarron Wealth Management, Inc - Investment Related - At Reported Business Location - Registered Investment Advisor Hybrid - IAR- Start Date - 05/01/2026 - I spend 160 Hours Per Month/120 Hours During Securities Trading on this activity - I provide investment advisory services through Cimarron Wealth Management, Inc., an independent investment advisor firm. 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. 5. Registered Representative - 09/2022 to Present - Investment Related. Providing products and services as registered representative through LPL, a non-affiliated broker dealer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
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