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.

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

Oct 10, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Oct 10, 2013

Dual registered

no

IAPD individual key

6247706

• Occurred

  Jul 16, 2024
  Advisor changed firm

  Patrick James Krulik left Geowealth Management Llc for Ima Advisory Services, Inc. (registered 2024-08-19)

  Form ADVobserved 4 days ago
• Occurred

  Mar 25, 2024
  Advisor changed firm

  Patrick James Krulik left First Ascent Asset Management, Llc for Geowealth Management Llc (registered 2024-04-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b7cd8422-6b02-c0c9-e7fc-b7ba4722c885

First observed

Oct 10, 2013

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.