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John David Alvarez

Ima Advisory Services, Inc.

Dallas, TX

CRD 7097317

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Employer firm

Ima Advisory Services, Inc. CRD 112091

$3.90B regulatory AUM 192 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Ima Advisory Services, Inc.

1705 17Th Street Suite 100, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-29
KS RA APPROVED 2024-06-06
TX RA APPROVED 2023-08-17
  • CO RA
    APPROVED
    Since 2025-10-29
  • KS RA
    APPROVED
    Since 2024-06-06
  • TX RA
    APPROVED
    Since 2023-08-17

Branch Locations

14221 Dallas Parkway Suite 700, Dallas, TX 75254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Familywealth Advisers, Llc Dallas TX 04/2019 08/2023
Us Daily Journal, Llc Dallas TX 03/2008 08/2023
Familywealth Asset Management Dallas TX 05/2019 08/2023
Ima Wealth, Inc. Dallas TX 08/2023 Present
  • 04/2019 → 08/2023
    Familywealth Advisers, Llc
    Dallas, TX
  • 03/2008 → 08/2023
    Us Daily Journal, Llc
    Dallas, TX
  • 05/2019 → 08/2023
    Familywealth Asset Management
    Dallas, TX
  • 08/2023 → Present
    Ima Wealth, Inc.
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26
Other Names
  • Alvarez David John

View on SEC IAPD

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Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
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