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Current Employers
Cimarron Wealth Management, Inc.

1701 Niagara Rd, Montrose, CO 81401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-08-03
LA RA APPROVED 2022-08-03
TX RA APPROVED 2022-08-03
  • CO RA
    APPROVED
    Since 2022-08-03
  • LA RA
    APPROVED
    Since 2022-08-03
  • TX RA
    APPROVED
    Since 2022-08-03

Branch Locations

1115 N. Main St., Suite A, Gunnison, CO 81230 • United States

1701 Niagara Rd, Montrose, CO 81401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2017 → 05/2025
    Small Business Owner - Scooter's Coffee Franchisee
    Greeley, CO
  • 07/2020 → 11/2021
    Scheels
    Johnstown, CO
  • 05/2001 → 04/2020
    Loveland Fire Rescue Authority
    Loveland, CO
  • 03/2021 → Present
    Lpl Financial Llc
    Montrose, CO
  • 06/2022 → Present
    Montrose, CO
  • 09/2021 → 05/2022
    Strategic Financial Management, Inc.
    Greeley, CO
Previous Registrations
  • 2021-09-09 → 2022-09-20
    Strategic Financial Management, Inc
    Greeley, CO
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-02
  • S66 Uniform Combined State Law Examination
    2021-08-02
Designations

View on SEC IAPD

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