Alison Erhard Tomlinson

Current Employers

Employment History

• 05/2014 → 01/2022
  Citigroup
  Denver, CO
• 09/2023 → Present
  Summers Value Partners Llc
  Denver, CO
• 02/2022 → 07/2022
  Lab Quantitative Strategies
  Denver, CO
• 08/2022 → 08/2023
  1888 Investments
  Denver, CO

Previous Registrations

• 2014-10-10 → 2022-02-03
  Citigroup Global Markets Inc.
  Denver, CO

Other Businesses

JOTEN LAKE, LLC; BUSINESS IS NOT INVESTMENT-RELATED (PERSONAL REAL ESTATE HOLDING); DALTON, MN; AFFILIATION STARTED JUNE 2015; NO DUTIES LISTED; NO TIME IS DEVOTED TO THE BUSINESS EACH MONTH DURING SECURITY TRADING HOURS; ZERO TO 10 HOURS ARE DEVOTED TO THE BUSINESS EACH MONTH OUTSIDE OF SECURITY TRADING HOURS. ////// Joten Lake Books, LLC; Business is not investment-related; Denver, CO; Affiliation started 06/01/2016; Title: Owner; Duties: Publishing a children's book I wrote in 2012; No time is devoted to the business each month during security trading hours; 2 hours are devoted to the business each month outside of security trading hours. ///// Two Malia Holdings LLC; Rental Real Estate; Investment-related; Denver, CO; Affiliation started on 10/01/2020; Title: Owner; Duties: invest in residential real estate; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours.///// Granite Gold Trout Holdings LLC; Rental Real Estate; Investment-related; Court Basalt, CO; Affiliation started on 9/14/2021; Title: Sole Principal; Duties: VRBO& Airbnb rental for the townhome in Aspen Valley, used for vacation rentals; 0 hours devoted each month during securities trading hours; 5 hours devoted each month outside securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-22
• S66 Uniform Combined State Law Examination
  2014-10-09
• S63 Uniform Securities Agent State Law Examination
  1996-01-15

Other Names

• Alison Malia Tomlinson
• Alison Malia Tomlinson
• Alison Malia Tomlinson
• Alison Malia Erhard
• Alison Erhard