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Colorado Springs, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-01-03 |
| CA | RA | APPROVED | 2023-07-07 |
| AZ | RA | APPROVED | 2023-05-23 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Advisor Resources Llc | Sierra Vista | AZ | 01/2007 | 03/2018 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 02/2016 | 05/2023 |
| Qria, Inc. | Colorado Sprints | CO | 05/2023 | Present |
1)CMR FINANCIAL SERVICES, INC.; SIERRA VISTA, AZ; CMR FINANCIAL SERVICES, INC. IS A COMPANY WHOLELY OWNED BY CHRISTIAN RAMSEY FOR THE PURPOSE OF PERFORMING FINANCIAL, INSURANCE AND ESTATE PLANNING AND RECEIVING BOTH COMMISSIONS AND FEES FROM THE SALE OF BOTH FINANCIAL AND INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 05/10/2013; 60 HOURS PER MONTH; 60 HOURS DURING TRADING; FINANCIAL, INSURANCE AND ESTATE PLANNING SERVICES ARE PERFORMED ALONG WITH INVESTMENT REVIEW AND RECOMMENDATION OF ALL MANNER OF SECURITIES AND INSURANCE PRODUCTS. 2)ADVISOR RESOURCES LLC; SIERRA VISTA, AZ; BUSINESS OWNER; NON-INVESTMENT RELATED; START DATE 01/01/2007; 10 HOURS PER MONTH; 1 HOUR DURING MARKET HOURS; AGGREGATE PRODUCT NEWS AND INFORMATION. 3) Writer; Author; Is the business investment related: No; Location of the business: 615 E Boulder St Colorado Springs CO 80903 US; Description of the business: Creater of written content to include Books, Articles and Press Releases that may be attributed directly to the author personally or through Independent Media Solutions as a credentialed member of the Free Press; Responsibilities Duties: Writing, editing and research; Start date with business: 2005-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 4) CHRISTIAN MCDONALD RAMSEY is the President at Q Exchange, LLC; Investment related: Yes; Location: 102 S Tejon St Suite 1100 Colorado Springs CO 80904 ; Start date: 2024-06-24; Description: Qualified Intermediary for 1031 Exchange; Responsibilities Duties: Open and maintain Escrow funds during a 180 day 1031 Exchange Period; 20 Hours per month during trading hours; 20 Hours per month outside trading hours; 5% of total yearly compensation derived from the business; 5) name; INVTR Administrators LLC; investment-related; YES address; 315 N 18th st Colorado Springs CO 80904 nature business; Administration of Promissory Notes as a Disinterested third party service position; Manager start date; 2025-08-30 hours/month devoted to business; 5 hours devoted to business during securities trading hours; 5
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-04 |
| S65 | Uniform Investment Adviser Law Examination | 2004-10-08 |
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