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RIA / WealthAdvisor19 years in industry

Bradley Ross Sims

Advisor at IMA ADVISORY SERVICES, INC.

DENVER, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:852fc71d-44fe-11e6-9bea-99d7411c3c2f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMA ADVISORY SERVICES, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 30, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Jun 30, 2007
First registration: Nov 29, 2012
Dual registered: no
Other names: Ross Sims
IAPD individual key: 5125825

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMA ADVISORY SERVICES, INC.	Mixed wealth	Jun 6, 2024	n/a	yes	DENVER, CO\|ATLANTA, GA	Current employment
TRANSAMERICA RETIREMENT ADVISORS, LLC	Bd affiliated wealth	Mar 9, 2020	May 21, 2024	no	Atlanta, GA\|Roswell, GA	Previous registration
RETIREMENT FUND MANAGEMENT	Institutional manager	Oct 17, 2017	Feb 25, 2020	no	ATLANTA, GA	Previous registration
ACG WEALTH INC.	Former SEC adviser	Nov 29, 2012	Sep 29, 2017	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRANSAMERICA RETIREMENT ADVISORS, LLC	IMA ADVISORY SERVICES, INC.	May 21, 2024	Jun 6, 2024	16	Firm change	Ibd to RIA
RETIREMENT FUND MANAGEMENT	TRANSAMERICA RETIREMENT ADVISORS, LLC	Feb 25, 2020	Mar 9, 2020	13	Firm change	Other
ACG WEALTH INC.	RETIREMENT FUND MANAGEMENT	Sep 29, 2017	Oct 17, 2017	18	Firm change	Other

Relationships

Registered with (4)

→ IMA ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jun 6, 2024 to presentfactForm ADV
→ TRANSAMERICA RETIREMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 9, 2020 to May 21, 2024factForm ADV
→ RETIREMENT FUND MANAGEMENTRegistered adviserregistration: previous registration
Oct 17, 2017 to Feb 25, 2020factForm ADV
→ ACG WEALTH INC.Registered adviserregistration: previous registration
Nov 29, 2012 to Sep 29, 2017factForm ADV

Dated events

Occurred
May 21, 2024
Advisor changed firm
Bradley Ross Sims left Transamerica Retirement Advisors, Llc for Ima Advisory Services, Inc. (registered 2024-06-06)
Form ADVobserved 6 days ago