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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-29 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
185 N College Ave, Fort Collins, CO 80524 • United States
185 N College Avenue 2Nd Floor, Fort Collins, CO 80524 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-10-21 |
Branch Locations
185 N College Avenue 2Nd Floor, Fort Collins, CO 80524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unify Cpas Pc | Fort Collins | CO | 05/1999 | Present |
| Unify Wealth Management | Fort Collins | CO | 06/2015 | Present |
| United Advisor Group | Fort Collins | CO | 04/2026 | Present |
MS. KIMAK IS ENGAGED IN THE FOLLOWING OUTSIDE BUSINESS ACTIVITIES: UNIFY CPAS, EMPLOYED AS AN ACCOUNTANT PROVIDING ACCOUNTING AND TAX SERVICES SINCE 1999. MS. KIMAK IS ALSO A SHAREHOLDER IN UNIFY CPAS. SHE DEVOTES APPROXIMATELY 120 HOURS A MONTH DURING NORMAL TRADING HOURS IN THIS ACTIVITY. UNIFY LLC PROVIDES PAYROLL SERVICES. MS. KIMAK IS A MEMBER AND SPENDS APPROXIMATELY 20 HOURS A MONTH DURING TRADING HOURS IN ITS OPERATIONS. MS. KIMAK ALSO IS A MMBER IN TWO NON-INVESTMENT RELATED COMPANIES HOLDING RENTAL COMMERICAL AND RESIDENTIAL PROPERTY, PICKLE JUICE LLC AND SPICY MEATBALLS, LLC. SHE SPENDS LITTLE TO NO TIME DURING NORMAL TRADING HOURS IN THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-29 |
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