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Michael Shane Gregg

Ima Advisory Services, Inc.

Denver, CO

Denver, CO

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Current Employers
Ima Advisory Services, Inc.

1705 17Th Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-06-07
CO RA APPROVED 2024-05-06
  • KS RA
    APPROVED
    Since 2024-06-07
  • CO RA
    APPROVED
    Since 2024-05-06

Branch Locations

1705 17Th Street Suite 100, Denver, CO 80202 • United States

1705 17Th Street Suite 100, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Black Rock New York NY 08/2013 01/2017
One Medical Passport Willington CT 08/2017 09/2018
Partners Group Broomfield CO 06/2019 01/2023
Ima Advisory Services Denver CO 07/2023 Present
Unemployed West Hartford CT 02/2017 07/2017
Unemployed West Hartford CT 10/2018 05/2019
Unemployed Denver CO 02/2023 06/2023
  • 08/2013 → 01/2017
    Black Rock
    New York, NY
  • 08/2017 → 09/2018
    One Medical Passport
    Willington, CT
  • 06/2019 → 01/2023
    Partners Group
    Broomfield, CO
  • 07/2023 → Present
    Ima Advisory Services
    Denver, CO
  • 02/2017 → 07/2017
    Unemployed
    West Hartford, CT
  • 10/2018 → 05/2019
    Unemployed
    West Hartford, CT
  • 02/2023 → 06/2023
    Unemployed
    Denver, CO
Other Businesses

Junior Achievement Rocky Mountain; non investment related; 6500 Greenwood Village Blvd, Greenwood Village, CO 80111; non-profit providing supplemental education for middle and high school students; board director; September 2020; Approximately 10 hours per quarter; duties include attending Board and committee meetings and volunteering in student programs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24

View on SEC IAPD

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