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1701 Niagara Rd, Montrose, CO 81401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-07-11 |
| WA | RA | APPROVED | 2025-07-11 |
Branch Locations
1701 Niagara Rd, Montrose, CO 81401 • United States
Worley, ID • United States
6957 Littlerock Rd. Sw Suite B, Tumwater, WA 98512 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Advocates Investment Management | Tumwater | WA | 02/2015 | Present |
| Cimarron Wealth Management, Inc. | Tumwater | WA | 07/2025 | Present |
1) INSURANCE AGENT - 10/2019 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 50% OF MY TIME PER MONTH IS SPENT ON THIS ACTIVITY. 2) INVESTMENT ADVISER REPRESENTATIVE FOR FINANCIAL ADVOCATES INVESTMENT MANAGEMENT, LLC 50% TIME SPENT ON THIS ACTIVITY. COMPENSATION BASED ON ADVISORY & CONSULTING FEES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-04 |
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