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4800 Dairy Road Suite 101, Melbourne, FL 32904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-10-06 |
Branch Locations
4800 Dairy Road Suite 101, Melbourne, FL 32904 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ims Partners, Inc. | Melbourne | FL | 08/2002 | Present |
| Investment Management Services Group, Llc | Melbourne | FL | 04/2011 | Present |
IMS PARTNERS, INC., INVESTMENT RELATED, 4800 DAIRY ROAD, SUITE 101, MELBOURNE, FLORID 32904, INSURANCE SALES, VICE PRESIDENT AND INSURANCE AGENT, STARTED 8/2002, APPROXIMATELY100 HOURS/MONTH, 2-4 HOURS/DAY DURING TRADING HOURS. MANAGING AN INSURANCE AGENCY AND SELLING INSURANCE RELATED PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-02 |
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-28 |
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