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Inactive

Bradley Andrew Katte

Imz Advisory Inc.

Boca Raton, FL

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Current Employers
Imz Advisory Inc.

137 W. Royal Palm Road, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-16
  • FL RA
    APPROVED
    Since 2024-12-16

Branch Locations

137 W. Royal Palm Road, Boca Raton, FL 33432 • 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
Northflow Strategies Cedar Grove WI 08/2022 11/2024
Northwestern Mutual Milwaukee WI 01/2020 08/2022
Piggly Wiggly Midwest Sheboygan WI 05/2019 01/2020
Uw-Whitewater Whitewater WI 09/2020 05/2024
Cedar Grove Belgium School District Cedar Grove WI 09/2013 05/2020
Blue Harbor Resort Sheboygan WI 09/2017 05/2019
Concorde Investment Services, Llc Ann Arbor MI 07/2024 11/2024
Concorde Asset Management, Llc Ann Arbor MI 10/2024 11/2024
Imz Advisory Inc. Boca Raton FL 12/2024 Present
  • 08/2022 → 11/2024
    Northflow Strategies
    Cedar Grove, WI
  • 01/2020 → 08/2022
    Northwestern Mutual
    Milwaukee, WI
  • 05/2019 → 01/2020
    Piggly Wiggly Midwest
    Sheboygan, WI
  • 09/2020 → 05/2024
    Uw-Whitewater
    Whitewater, WI
  • 09/2013 → 05/2020
    Cedar Grove Belgium School District
    Cedar Grove, WI
  • 09/2017 → 05/2019
    Blue Harbor Resort
    Sheboygan, WI
  • 07/2024 → 11/2024
    Concorde Investment Services, Llc
    Ann Arbor, MI
  • 10/2024 → 11/2024
    Concorde Asset Management, Llc
    Ann Arbor, MI
  • 12/2024 → Present
    Imz Advisory Inc.
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16
Other Names
  • Bradley A Katte
  • Bradley Katte

View on SEC IAPD

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ELIZABETH V BRUNO
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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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