DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Alan Imber
Feed of 09/14/2026
Also filed as Jeff Imber
At current firm
2 y
since Aug 7, 2024
In the industry
22 y
since Mar 1, 2004 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Imber Financial Group, LLC independent RIA currentsince Aug 7, 2024 · Ann Arbor, Mi
- Cg Advisory Services independent RIAJun 10, 2011 to Jan 2, 2020 · Ann Arbor, Mi
- Horizons Planning Corporation state registeredOct 8, 2010 to Mar 26, 2012 · Ann Arbor, Mi
Moves
a registration end followed by a registration begin elsewhere
- Cg Advisory Services to Imber Financial Group, LLCleft Jan 2, 2020, registered Aug 7, 2024 (1679 days) · RIA to RIA
- Horizons Planning Corporation to Cg Advisory Servicesleft Mar 26, 2012, registered Jun 10, 2011 (-290 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address