Kirby Powers Lawson

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-20

Branch Locations

Oakland, CA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morningstar, Inc./Morningstar Investment Management Llc	Chicago	IL	07/2018	06/2022
Bny Mellon Wealth Management	Chicago	IL	06/2017	07/2018
Butler University	Indianapolis	IN	08/2013	05/2017
Ima Financial Group/ Ima Advisory Svcs., Inc.	Denver	CO	07/2022	12/2025
Capital Group / Capital Client Group, Inc.	Los Angeles	CA	01/2026	Present

07/2018 → 06/2022

Morningstar, Inc./Morningstar Investment Management Llc

Chicago, IL
06/2017 → 07/2018

Bny Mellon Wealth Management

Chicago, IL
08/2013 → 05/2017

Butler University

Indianapolis, IN
07/2022 → 12/2025

Ima Financial Group/ Ima Advisory Svcs., Inc.

Denver, CO
01/2026 → Present

Capital Group / Capital Client Group, Inc.

Los Angeles, CA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2026-03-02
S65	Uniform Investment Adviser Law Examination	2021-10-01

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