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Cody Matthew Lippert

Ima Advisory Services, Inc.

Denver, CO

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Current Employers
Ima Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-07
  • CO RA
    APPROVED
    Since 2025-07-07

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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 08/2018 04/2020
Wildride Enterprises, Inc. Spokane WA 05/2018 12/2018
Gonzaga University Spokane WA 08/2014 05/2018
Lifetime Fitness Parker CO 06/2016 08/2017
Gonzaga University Spokane WA 08/2014 05/2018
Ameriprise Financial Denver CO 06/2017 08/2017
Mma Agency Llc San Diego CA 04/2020 Present
Mma Securities Llc San Diego CA 04/2020 Present
  • 08/2018 → 04/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2018 → 12/2018
    Wildride Enterprises, Inc.
    Spokane, WA
  • 08/2014 → 05/2018
    Gonzaga University
    Spokane, WA
  • 06/2016 → 08/2017
    Lifetime Fitness
    Parker, CO
  • 08/2014 → 05/2018
    Gonzaga University
    Spokane, WA
  • 06/2017 → 08/2017
    Ameriprise Financial
    Denver, CO
  • 04/2020 → Present
    Mma Agency Llc
    San Diego, CA
  • 04/2020 → Present
    Mma Securities Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-24
S63 Uniform Securities Agent State Law Examination 2018-10-17
  • S65 Uniform Investment Adviser Law Examination
    2020-07-24
  • S63 Uniform Securities Agent State Law Examination
    2018-10-17
Other Names
  • Cody Lippert

View on SEC IAPD

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