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955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| MI | RA | APPROVED | 2024-08-07 |
Branch Locations
955 W Eisenhower Cir Ste A, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Imber Financial Group, Llc (144846) | Ann Arbor | MI | 06/2009 | Present |
| Imber Tax Advisory Group, Llc | Ann Arbor | MI | 03/2004 | Present |
| Horizons Planning Corp | Ann Arbor | MI | 11/2007 | Present |
| Capital Asset Advisory Services | Haslett | MI | 06/2011 | Present |
The name of the other business: IMBER WEALTH ADVISORS, INC (FORMERLY LEGACY SHAPERS); whether the business is investment-related: No, dba for insurance and RIA; the address of the other business: same ad advisor; the nature of the other business: dba for insurance and RIA services; your position, title, or relationship with the other business: Conduct insurance and advisory services under the dba; the start date of your relationship: 06/2003; the approximate number of hours/month you devote to the other business: all; the number of hours you devote to the other business during securities trading hours: all; and briefly describe your duties relating to the other business: Conduct insurance and advisory services under the dba.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-23 |
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