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Lynsey Goldstein

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 2025-01-02
  • CO RA
    APPROVED
    Since 2025-01-02

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
Broadridge Businesss Process Outsourcing, Llc Denver CO 08/2017 07/2021
Ann Taylor Loft Lone Tree CO 08/2014 11/2017
Colorado Rockies Baseball Club Denver CO 03/2015 08/2017
Syntrinsic Investment Counsel, Llc Denver CO 07/2021 06/2023
Syntrinsic Llc Denver CO 06/2023 Present
Ima Advisory Services Denver CO 01/2025 Present
  • 08/2017 → 07/2021
    Broadridge Businesss Process Outsourcing, Llc
    Denver, CO
  • 08/2014 → 11/2017
    Ann Taylor Loft
    Lone Tree, CO
  • 03/2015 → 08/2017
    Colorado Rockies Baseball Club
    Denver, CO
  • 07/2021 → 06/2023
    Syntrinsic Investment Counsel, Llc
    Denver, CO
  • 06/2023 → Present
    Syntrinsic Llc
    Denver, CO
  • 01/2025 → Present
    Ima Advisory Services
    Denver, CO
Previous Registrations
  • 2023-07-17 → 2025-01-03
    Syntrinsic Llc
    Denver, CO
  • 2021-09-13 → 2023-12-31
    Syntrinsic Investment Counsel, Llc.
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13

View on SEC IAPD

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