Gary M. Gore

ACIMA PRIVATE WEALTH LLC

Richmond, VA 23226

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CRD#: 5268386

Professional summary

Gary Mitchell Gore, who also goes by Gary Gore, is a registered financial advisor currently at ACIMA PRIVATE WEALTH LLC located in Richmond, Virginia.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gary has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Gore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Mitchell Gore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 10, 2016 - Present

ACIMA PRIVATE WEALTH LLC

Office #1: 1801 Bayberry Court Suite 301, Richmond, VA 23226

RIA

CRD#: 281496

Richmond, VA

Past

April 15, 2016 - May 6, 2016

ACIMA PRIVATE WEALTH LLC

RIA

CRD#: 281496

RICHMOND, VA

Past

October 23, 2009 - February 13, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RICHMOND, VA

Past

October 23, 2009 - February 13, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RICHMOND, VA

Past

December 19, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

RICHMOND, VA

Past

December 20, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

RICHMOND, VA

Past

January 3, 2007 - December 21, 2007

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACIMA PRIVATE WEALTH LLC

CRD#: 281496 / SEC#: 801-110385

RIA

Registered Investment Advisory firm - (5/18/2017 Approved)

Virginia

Registered Investment Advisory firm - (6/6/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/10/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/12/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/2/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/19/2007

General Securities Principal Examination

Current Firm

ACIMA PRIVATE WEALTH LLC

CRD#: 281496 / SEC#: 801-110385

RIA

Registered Investment Advisory firm - (5/18/2017 Approved)

Virginia

Registered Investment Advisory firm - (6/6/2017 Terminated)

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Contact information

Main Address

1801 Bayberry Court Suite 301, Richmond, VA 23226

Mailing Address

Phone number

(804) 422-8450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACIMA PRIVATE WEALTH - FORM ADV PART 2A - MARCH.28.2024 (3/27/2025)

AMENDED ADV PART 2 (3/27/2025)

ACIMA PRIVATE WEALTH - WRAP FEE BROCHURE - MARCH.1.2020 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 379,224,979

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary M. Gore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Mitchell Gore's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACIMA PRIVATE WEALTH LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA SECURITIES LLC

Primary Firm SEC Registration

ACIMA PRIVATE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2008

Series 63

Date: 3/12/2007

SIE

Date: 2/13/2015

Series 7

Date: 1/2/2007

Series 24

Date: 2/19/2007

Current Firm

ACIMA PRIVATE WEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACIMA PRIVATE WEALTH LLC

TRUST BUT VERIFY

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