Craig S Kinard

Current Employers

Employment History

• 08/2008 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO
• 09/2009 → 06/2022
  Bank Of America, N.A.
  Englewood, CO
• 06/2022 → Present
  Ubs Financial Services Inc.
  Denver, CO

Previous Registrations

• 2008-10-06 → 2022-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO

Other Businesses

I*653236 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Denver, Colorado, 80206 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 1/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties I*47871 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SILVER RUN INVESTMENTS, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: DENVER, COLORADO 80206 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/14/2011 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS AN LLC MY FATHER AND I HAVE HAD FOR MANY YEARS THAT INVESTS IN OIL AND GAS WELLS. I*128949 For profit or not for profit: For-Profit Organization Name of outside business organization: Remuda Resources, LLC Investment related: N Address of business: Denver, Colorado 80206 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 12/5/2011 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: I am a partner in Remuda Resouces, LLC which invests in oil and gas drilling programs. I am involved in this with my father. We are 50/50 partners. I*85711 For profit or not for profit: For-Profit Organization Name of outside business organization: Equinox Properties, LLC Address of business: Centennial, Colorado 80122 Nature of business: LLC, Position, title, association: Owner, Start date of relationship: 10/2/2015 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 1 Duties: I owned commercial real estate in this entity which I sold and am trying to do a 1031 exchange. I may be able to do this 1031 exchange with a property that has to close by Oct 2nd. I buy a new commercial property myself with this exchange. No partner I*7631 For profit or not for profit: Name of outside business organization: Craig Kinard Investment related: Address of business: Steamboat Springs, Colorado 80487 Nature of business: , Position, title, association: , Start date of relationship: 2/5/2019 Number of hours devoted: 2 hour(s) Number of hours devoted during trading hours: 0 Duties: I*126539 For profit or not for profit: For-Profit Organization Name of outside business organization: Red Lodge Ventures, LLC Investment related: Y Address of business: Greenwood Village, Colorado 80121 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 9/17/2019 Number of hours devoted: 2 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I established an LLC to hold my position in Phase III position. It is set up as for personal asset protection and tax reporting. NAME OF OTHER BUSINESS: ACE Scholarships / INVESTMENT RELATED?: No / ADDRESS: 5251 DTC Pkwy, Sute 1150, Greenwood Village, CO / NATURE OF THE BUSINESS: Education Charity / POSITION: Board of Directors / DUTIES: Attend Meetings / START DATE: 7-29-2022 / HOURS DEVOTED TO BUSINESS: NA John C Kinard Tst FBO Robert L Kinard dtd 1/18/2025i was named from my fathers estate as a co-trustee for my brother's inheritance.coloradoUnited States80121,I will oversee the investment management and distribution of the trust. I plan to hire a trust company that will handle actual distributions and tax returns. Start date -8/11/2025

Exams

• S66 Uniform Combined State Law Examination
  2008-09-26
• S63 Uniform Securities Agent State Law Examination
  1994-10-26

Other Names

• Craig Samuel Kinard