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Lake Havasu City, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-18 |
| AZ | RA | APPROVED | 2023-06-28 |
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moffat Financial Group | Bonsall | CA | 03/2014 | 12/2017 |
| Imagine Financial Services | Lake Havasu City | AZ | 01/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-14 |
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