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1705 17Th Street Suite 100, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| GA | RA | APPROVED | 2024-06-06 |
| KS | RA | APPROVED | 2024-06-06 |
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 |
|---|---|---|---|---|
| Triad Advisors, Inc, | Norcross | GA | 03/2012 | 03/2017 |
| Acg Wealth, Inc. | Atlanta | GA | 07/2012 | 09/2017 |
| Arkadios Capital | Atlanta | GA | 03/2017 | 09/2017 |
| Retirement Fund Management, Llc | Atlanta | GA | 10/2017 | 02/2020 |
| Transamerica Life Insurance Company | Atlanta | GA | 02/2020 | 04/2024 |
| Transamerica Investors Securities Corporation | Atlanta | GA | 03/2020 | 04/2024 |
| Ima Advisory Services, Inc. | Wichita | KS | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-30 |
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