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Current Employers
Investment Management Services Group, Llc

4800 Dairy Road Suite 101, Melbourne, FL 32904 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2008-01-02
  • FL RA
    APPROVED
    Since 2008-01-02

Branch Locations

4800 Dairy Road Suite 101, Melbourne, FL 32904 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Management Services Group, Llc Palm Bay FL 07/2007 Present
Ims Partners Palm Bay FL 10/2002 Present
Other Businesses

IMS PARTNERS, INC.; NON INVESTMENT RELATED; 5240 BABCOCK ST. NE STE 218 PALM BAY, FL 32905; INSURANCE AGENCY; PRESIDENT; 08/2002; 30-40HRS; INSURANCE AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-14
  • S65 Uniform Investment Adviser Law Examination
    2007-05-14

View on SEC IAPD

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