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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 | 2026-01-28 |
| MI | RA | APPROVED | 2024-06-12 |
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 |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Ann Arobr | MI | 07/2015 | 10/2017 |
| Imber Financial Group, Llc | Ann Arbor | MI | 01/2014 | Present |
| Imber Financial Group, Llc | Ann Arbor | MI | 09/2017 | 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 sales 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 | 2014-10-01 |
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