Julie Mccarthy Decker

Employer firm

Investment Management Services Group, LLC CRD 144031

$9.18M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Investment Management Services Group, Llc

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

Current Registrations

Authority	Category	Status	Date
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

Organization	City	State	From	To
Investment Management Services Group, Llc	Palm Bay	FL	07/2007	Present
Ims Partners	Palm Bay	FL	10/2002	Present

07/2007 → Present

Investment Management Services Group, Llc

Palm Bay, FL
10/2002 → Present

Ims Partners

Palm Bay, FL

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-05-14

S65 Uniform Investment Adviser Law Examination

2007-05-14

View on SEC IAPD

Employer firm

Current Employers

Investment Management Services Group, Llc

Disclosures

Employment History

Other Businesses

Exams

Nearby Firms

Nearby Investors

Nearby Offices

Reviews