Vice President · Cimarron Wealth Management, Inc.
Betty J. Tomlinson
CRD 3025229 · Named on Form ADV at one SEC-registered adviser
At a glance
Cimarron Wealth Management, Inc., an SEC-registered wealth manager based in Montrose, CO with $327 million in regulatory assets, lists Betty J. Tomlinson on its Form ADV as Vice President, a control person.
Firms and roles
- Cimarron Wealth Management, Inc.Vice PresidentWealth manager · Montrose, CO · $327M in regulatory assets
AtlasMembers
Betty’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Kevin S. SanderfordPresident, Cimarron Wealth Management, Inc.
- Michael J. MurphyInvestment Adviser Representative, Cimarron Wealth Management, Inc.
- Ashley N. DejulioChief Compliance Officer, Cimarron Wealth Management, Inc.
- Lincoln W. AndersonInvestment Adviser Representative, Cimarron Wealth Management, Inc.
- Kyle A. KyburzInvestment Adviser Representative, Cimarron Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Betty’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.