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1701 Niagara Rd, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-08-03 |
| LA | RA | APPROVED | 2022-08-03 |
| TX | RA | APPROVED | 2022-08-03 |
Branch Locations
1115 N. Main St., Suite A, Gunnison, CO 81230 • United States
1701 Niagara Rd, Montrose, CO 81401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Small Business Owner - Scooter's Coffee Franchisee | Greeley | CO | 05/2017 | 05/2025 |
| Scheels | Johnstown | CO | 07/2020 | 11/2021 |
| Loveland Fire Rescue Authority | Loveland | CO | 05/2001 | 04/2020 |
| Lpl Financial Llc | Montrose | CO | 03/2021 | Present |
| Cimarron Wealth Management, Inc. | Montrose | CO | 06/2022 | Present |
| Strategic Financial Management, Inc. | Greeley | CO | 09/2021 | 05/2022 |
1) 08/24/2022 - Cimarron Wealth Management, Inc. - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/02/2022 - 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 08/2022. 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. 2) 08/24/2022 - Cimarron Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 06/15/2022 - 160 Hours Per Month/160 Hours During Securities Trading. 3) 10/12/2022 - RR Bar Ranch LLC - Not Investment Related - Montrose, CO 81403 - Business Owner - Member - Start Date - 04/28/2022 - 56 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-02 |
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