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1705 17Th Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED_RES | 2026-07-24 |
Branch Locations
1705 17Th Street Suite 100, Denver, CO 80202 • United States
6 Concourse Pkwy, #2075, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cvags, Llc D/B/A Clearview Group | Atlanta | GA | 03/2016 | 04/2021 |
| Resource Investment Advisors | Atlanta | GA | 04/2021 | 07/2023 |
| Gallagher Fiduciary Advisors, Llc | Atlanta | GA | 07/2023 | 07/2026 |
| Ima Advisory Services, Inc. | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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