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Heather Marie Haines

Ima Advisory Services, Inc.

Wichita, KS

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Current Employers
Ima Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-07-07
KS RA APPROVED 2014-02-05
  • TX RA
    APPROVED_RES
    Since 2016-07-07
  • KS RA
    APPROVED
    Since 2014-02-05

Branch Locations

430 E Douglas Ave Suite 400, Wichita, KS 67202 • 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
Truenorth, Inc./Ima Wealth, Inc. Wichita KS 06/2012 Present
  • 06/2012 → Present
    Truenorth, Inc./Ima Wealth, Inc.
    Wichita, KS
Previous Registrations
  • 2012-06-01 → 2014-03-03
    Truenorth, Inc.
    Wichita, KS
  • 2010-10-15 → 2012-06-01
    Financial Telesis Inc
    San Rafael, CA
    Wichita, KS
  • 2006-01-11 → 2010-10-26
    Principal Securities, Inc.
    Wichita, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
    Wichita, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-10
S63 Uniform Securities Agent State Law Examination 1998-08-26
  • S65 Uniform Investment Adviser Law Examination
    2006-01-10
  • S63 Uniform Securities Agent State Law Examination
    1998-08-26
Other Names
  • Heather Marie Haines
  • Heather Marie Lewis

View on SEC IAPD

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Other Investors

ROBERT RENNER LANE
LUCAS MATTHEW MCKEE
MARK THOMAS BOURGEOIS
ANDREW EDWIN BEVERSDORF
GARREN G TAYLOR
Alexander Ramon Carro
ALAINA ANNE STEVENS
Robert Shane Preble

Other Offices

LPL FINANCIAL LLC · WICHITA, KS
ACRYLIC FINANCIAL, INC. · Wichita, KS
LPL FINANCIAL LLC · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
EDWARD JONES · WICHITA, KS
EDWARD JONES · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
WICHITA WEALTH MANAGEMENT, LLC · WICHITA, KS

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