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Advisor at CIMARRON WEALTH MANAGEMENT, INC.
WORLEY, ID | MONTROSE, CO | TUMWATER, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CIMARRON WEALTH MANAGEMENT, INC. | Independent wealth | Jul 11, 2025 | n/a | yes | MONTROSE, CO|WORLEY, ID|TUMWATER, WA | Current employment |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Former SEC adviser | Feb 20, 2015 | Sep 9, 2025 | no | TUMWATER, WA|OLYMPIA, WA|Worley, ID | Previous registration |
| CAMBRIDGE WEALTH MANAGEMENT | n/a | Aug 19, 2009 | Jan 11, 2016 | no | TUMWATER, WA | Previous registration |
| R & L ADVISORY SERVICES, LLC | n/a | May 29, 2007 | Aug 3, 2010 | no | TUMWATER, WA | Previous registration |
| SUNSET FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 25, 2005 | Feb 8, 2007 | no | TUMWATER, WA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 24, 2000 | May 8, 2003 | no | LACEY, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | CIMARRON WEALTH MANAGEMENT, INC. | Sep 9, 2025 | Jul 11, 2025 | -60 | Firm change after gap | RIA to RIA |
| CAMBRIDGE WEALTH MANAGEMENT | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | Jan 11, 2016 | Feb 20, 2015 | -325 | Firm change after gap | Other |
| R & L ADVISORY SERVICES, LLC | CAMBRIDGE WEALTH MANAGEMENT | Aug 3, 2010 | Aug 19, 2009 | -349 | Firm change after gap | Other |
| SUNSET FINANCIAL SERVICES, INC. | R & L ADVISORY SERVICES, LLC | Feb 8, 2007 | May 29, 2007 | 110 | Firm change | Other |
| LPL FINANCIAL LLC | SUNSET FINANCIAL SERVICES, INC. | May 8, 2003 | Apr 25, 2005 | 718 | Firm change after gap | Other |