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1701 Niagara Rd, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-15 |
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 |
|---|---|---|---|---|
| Tk Mining Services, Llc | Delta | CO | 06/2012 | 12/2018 |
| Cimarron Wealth Management, Inc. | Montrose | CO | 02/2018 | Present |
| Cimarron Wealth Management, Inc. | Montrose | CO | 01/2019 | Present |
| Cimarron Wealth Management, Inc. | Montrose | CO | 08/2020 | Present |
| Cimarron Wealth Management, Inc. | Montrose | CO | 01/2021 | Present |
1.Superior Fire Protection, LLC. 65790 Racine Road, Unit 1, Montrose CO 81403. 32 hrs/mo total and during trading hours. 01/2015 is start date. No ownership. Assist with accounting functions. Non-Investment Related 2.OK Holdings, LLC. 1701 Niagara Rd, Montrose, CO 81401. 3 hr/mo total and during trading hours. 4/2018 is start date. No ownership. Assist with accounting functions. Non-Investment Related 3.OK Gunnison, LLC. 1701 Niagara Rd, Montrose, CO 81401. 1 hr/mo total and during trading hours. 4/2019 is start date. No ownership. Assist with accounting functions. Non-Investment Related 4.Niagara Properties, LLC. 1701 Niagara Rd, Montrose, CO 81401. 1 hr/mo total and during trading hours. 6/2020 is start date. No ownership. Assist with accounting functions. Non-Investment Related 5. Southmont Solutions CPA, LLC - 65790 Racine Rd, Unit 1, Montrose, CO 81403. 0 hr/mo total and during trading hours. 1/2017 is start date. Sole owner. Duties: Setup to do accounting and tax prep. Non- Investment Related. 6. TLA Holdings, Ltd - 650 N. Main St. Delta, CO 81416. 16hr/mo total and none during trading hours. 9/2016 is start date. Accounting for Lodge in Alaska. Duties: Accounting functions. Non - Investment Related. 7. 2/26/2018 - Cimarron Wealth Management, Inc.. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - 120 Hours Per Month, 80 Hours During Securities Trading - I provide administrative support to 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-15 |
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