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Advisor at IMA ADVISORY SERVICES, INC.
Powhatan, VA | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | Mixed wealth | Apr 29, 2026 | n/a | yes | Powhatan, VA|DENVER, CO | Current employment |
| EMPOWER ADVISORY GROUP, LLC | Bd affiliated wealth | Mar 1, 2024 | May 1, 2026 | no | GREENWOOD VILLAGE, CO|POWHATAN, VA|Powhatan, VA | Previous registration |
| WEALTHSPIRE ADVISORS | Former SEC adviser | Dec 20, 2021 | Feb 9, 2024 | no | MIDLOTHIAN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | IMA ADVISORY SERVICES, INC. | May 1, 2026 | Apr 29, 2026 | -2 | Firm change | Ibd to RIA |
| WEALTHSPIRE ADVISORS | EMPOWER ADVISORY GROUP, LLC | Feb 9, 2024 | Mar 1, 2024 | 21 | Firm change | RIA to ibd |