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1705 17Th Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-09 |
| KS | RA | APPROVED | 2016-07-01 |
| TX | RA | APPROVED | 2016-07-01 |
Branch Locations
430 E Douglas Ave Suite 400, Wichita, KS 67202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truenorth, Inc./Ima Wealth, Inc. | Wichita | KS | 06/2016 | 06/2019 |
| Ima Advisory Services, Inc. | Wichita | KS | 06/2019 | Present |
Audaciter Capital Management Diversified Income Fund ("ACM Fund"), investment-related, 3933 W 102nd Ave., Westminster, CO 80031, diversified portfolio management, Director on Advisory Board, April 2021, approximately 2 hour per month during trading hours, duties include basic board responsibilities, recommend replacement fund managers, and visibility to underlying deal flow and sponsors. Exploration Place, non-investment related, 300 N. McLean Blvd., Wichita, KS 67203, science museum, Investment committee member, July 2021, approximately 4 hours per month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-22 |
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