Inactive

Jacqueline Lyons

Ima Advisory Services, Inc.

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Current Employers

Ima Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-08-05

CO RA
APPROVED

Since 2026-08-05

Branch Locations

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

Organization	City	State	From	To
Charles Schwab	Lone Tree	CO	06/2024	08/2024
Charles Schwab & Co., Inc.	Lone Tree	CO	06/2025	Present
Private Nany	Centennial	CO	01/2013	04/2025
Rmsl	Centennial	CO	05/2019	07/2024
Evereve	Lone Tree	CO	11/2020	01/2022
All Souls Early Learning Center	Englewood	CO	08/2022	12/2022
Charles Schwab & Co., Inc.	Lone Tree	CO	06/2024	08/2024
Charles Schwab & Co., Inc.	Lone Tree	CO	06/2025	Present
Ima-Syntrinsic	Denver	CO	06/2026	Present

06/2024 → 08/2024

Charles Schwab

Lone Tree, CO
06/2025 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
01/2013 → 04/2025

Private Nany

Centennial, CO
05/2019 → 07/2024

Rmsl

Centennial, CO
11/2020 → 01/2022

Evereve

Lone Tree, CO
08/2022 → 12/2022

All Souls Early Learning Center

Englewood, CO
06/2024 → 08/2024

Charles Schwab & Co., Inc.

Lone Tree, CO
06/2025 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
06/2026 → Present

Ima-Syntrinsic

Denver, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-05
S63	Uniform Securities Agent State Law Examination	2025-09-11

S65 Uniform Investment Adviser Law Examination

2026-08-05
S63 Uniform Securities Agent State Law Examination

2025-09-11

View on SEC IAPD

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