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Current Employers
Ima Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

San Diego, CA • United States

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
Ubs Nashville TN 08/2023 05/2024
Syntrinsic Llc San Diego CA 06/2024 Present
Unemployed Clarksville TN 05/2023 07/2023
Kid'S Place Inc. Knoxville TN 08/2021 05/2023
Unemployed Clarksville TN 03/2021 07/2021
Chili'S Knoxville TN 01/2021 04/2021
Full-Time Education Clarksville TN 08/2015 05/2019
Full-Time Education Knoxville TN 08/2019 05/2023
Ima Advisory Services Denver CO 01/2025 Present
  • 08/2023 → 05/2024
    Ubs
    Nashville, TN
  • 06/2024 → Present
    Syntrinsic Llc
    San Diego, CA
  • 05/2023 → 07/2023
    Unemployed
    Clarksville, TN
  • 08/2021 → 05/2023
    Kid'S Place Inc.
    Knoxville, TN
  • 03/2021 → 07/2021
    Unemployed
    Clarksville, TN
  • 01/2021 → 04/2021
    Chili'S
    Knoxville, TN
  • 08/2015 → 05/2019
    Full-Time Education
    Clarksville, TN
  • 08/2019 → 05/2023
    Full-Time Education
    Knoxville, TN
  • 01/2025 → Present
    Ima Advisory Services
    Denver, CO
Previous Registrations
  • 2024-07-15 → 2025-01-03
    Syntrinsic Llc
    San Diego, CA
    Clarksville, TN
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-07-13
Other Names
  • Zoe Moore

View on SEC IAPD

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