Irwin Michael Zagoria

Current Employers

Employment History

• 02/1999 → 07/2020
  Investacorp, Inc
  Miami Lakes, FL
• 02/1999 → 07/2020
  Investacorp, Inc.
  Miami, FL
• 05/2000 → 07/2020
  Investacorp Advisory Services, Inc.
  Miami Lakes, FL
• 07/2020 → Present
  Securities America, Inc.
  Boca Raton, FL
• 07/2020 → 05/2021
  Securities America Advisors, Inc.
  Boca Raton, FL
• 04/2021 → Present
  Imz Advisory Inc.
  Boca Raton, FL
• 10/2003 → Present
  Imz Financial Services, Inc.
  Boca Raton, FL

Previous Registrations

• 2020-07-17 → 2023-10-31
  Securities America Advisors, Inc.
  Boca Raton, FL
• 2000-06-13 → 2020-07-17
  Investacorp Advisory Services Inc
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

OCEAN PLACE VILLAS POSITION: Board Member NATURE: board member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 7315 Gena Court, Pittsburgh PA 15209, United States DESCRIPTION: Advisory for a 6 unit condo association. One of the units is my primary residence SELF POSITION: Licensed Life Agent NATURE: Licensed Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1984 ADDRESS: 137 W Royal Palm Road, Boca Raton FL 33432, United States DESCRIPTION: I am a licensed insurance agent and have been since 1984 ROYAL PALM #137 INVESTMENT PROPERTY LLC POSITION: Member of LLC NATURE: Real Estate Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/23/2010 ADDRESS: 137 W Royal Palm Road, Boca Raton FL 33432, United States DESCRIPTION: I own 50% interest in my office building TZ INVESTMENTS LLC POSITION: member NATURE: Real Estate LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2007 ADDRESS: 4211 South Ocean Blvd, Unit 3, Highland Beach FL 33487, United States DESCRIPTION: Ownership interest in two office condo's in Port St. Lucie Florida DBA - IMZ Financial Service Inc. PENSION INVESTORS INC POSITION: Consultant NATURE: Consult on Qualified Retirement Plan INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1984 ADDRESS: 3939 Hollywood Blvd, Hollywood FL 33021, United States DESCRIPTION: In a number of cases after the qualified plan is implemented, the assets for those plan(s) are managed by myself and those assets are put through the BD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-06
• S63 Uniform Securities Agent State Law Examination
  1995-02-07