Cory Davis

Current Employers

Employment History

• 09/2012 → Present
  Imz Financial
  Boca Raton, FL
• 09/2012 → 07/2020
  Investacorp Inc
  Miami, FL
• 06/2014 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 03/2021
  Securities America, Inc.
  Boca Raton, FL
• 07/2020 → 05/2021
  Securities America Advisors, Inc.
  Boca Raton, FL
• 04/2021 → Present
  Imz Advisory Inc.
  Boca Raton, FL
• 09/2024 → Present
  Fincadia Wealth Management
  New York, NY
• 09/2024 → Present
  Arete Wealth Management
  Chicago, IL

Previous Registrations

• 2020-07-17 → 2023-10-08
  Securities America Advisors, Inc.
  Boca Raton, FL
• 2014-08-08 → 2020-07-17
  Investacorp Advisory Services Inc
  Boca Raton, FL

Other Businesses

INSURANCE POSITION: Insurance sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2020 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Solicit based on client needs ADVISORY POSITION: Advisory NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2020 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Solicit based on client needs CORNERSTONE STUDY GROUP POSITION: President NATURE: Study Group INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2015 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Cornerstone Study Group is an advisor only study group for further education. We meet twice per year to keep up to date on planning strategies, economic outlooks, investment ideas, etc. DBA - IMZ Financial Services, Inc. DBA- Fincadia FINCADIA LLC: DBA; REGISTERED RE; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. Founders Wealth, LLC, dba, Marketing company, Fort Lauderdale, FL 33301, Partner, Less than 10 hours per month during trading hours. Start Date: 09/2024.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-17

Other Names

• Cory J Davis