CD
Cory J. Davis
IMZ ADVISORY
Boca Raton, FL 33432
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CRD#: 5930757
CD
Professional summary
Cory J Davis, who also goes by Cory J Davis, is a registered financial advisor currently at IMZ ADVISORY INC. located in Boca Raton, Florida and ARETE WEALTH MANAGEMENT, LLC located in Sunrise, Florida.
Cory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Cory has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cory J Davis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE POSITION: Insurance sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2020 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Solicit based on client needs ADVISORY POSITION: Advisory NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/06/2020 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Solicit based on client needs CORNERSTONE STUDY GROUP POSITION: President NATURE: Study Group INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2015 ADDRESS: 137 w royal palm rd, Boca Raton FL 33432, United States DESCRIPTION: Cornerstone Study Group is an advisor only study group for further education. We meet twice per year to keep up to date on planning strategies, economic outlooks, investment ideas, etc. DBA - IMZ Financial Services, Inc. DBA- Fincadia FINCADIA LLC: DBA; REGISTERED RE; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP; MELVILLE, NY; START DATE 09/2024; FULL TIME; INVESTMENT RELATED. Founders Wealth, LLC, dba, Marketing company, Fort Lauderdale, FL 33301, Partner, Less than 10 hours per month during trading hours. Start Date: 09/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Cory J Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 25, 2021 - Present
IMZ ADVISORY INC.
Office #1: 137 W. Royal Palm Road, Boca Raton, FL 33432RIA
CRD#: 314890
Boca Raton, FL
Current
September 8, 2024 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 55 Weston Rd. Suite 201, Sunrise, FL 33326BD
CRD#: 44856
Sunrise, FL
Past
July 17, 2020 - October 8, 2023
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BOCA RATON, FL
Past
July 17, 2020 - October 8, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BOCA RATON, FL
Past
August 8, 2014 - July 17, 2020
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
BOCA RATON, FL
Past
September 11, 2012 - July 17, 2020
INVESTACORP, INC.
BD
CRD#: 7684
BOCA RATON, FL
Past
March 26, 2012 - August 22, 2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
AVENTURA, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
IMZ ADVISORY INC.
IMZ ADVISORY | IMZ ADVISORY INCORPORATED | IMZ ADVISORY INC.
CRD#: 314890 / SEC#: 801-122106
RIA
Registered Investment Advisory firm - (8/18/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/31/2024)
RR
Colorado(10/21/2025)
RR
Connecticut(10/31/2024)
IAR
Florida(8/25/2021)
RR
Florida(9/8/2024)
RR
Illinois(3/7/2025)
RR
Louisiana(3/6/2025)
RR
Massachusetts(10/22/2025)
RR
Michigan(11/5/2025)
RR
Nevada(1/28/2025)
RR
New Jersey(6/2/2025)
RR
New York(6/2/2025)
RR
North Carolina(11/1/2024)
RR
Pennsylvania(6/2/2025)
RR
Tennessee(6/4/2025)
RR
Texas(3/12/2025)
RR
Utah(6/2/2025)
RR
Wisconsin(6/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
IMZ ADVISORY INC.
IMZ ADVISORY | IMZ ADVISORY INCORPORATED | IMZ ADVISORY INC.
CRD#: 314890 / SEC#: 801-122106
RIA
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Contact information
Main Address
137 W. Royal Palm Road, Boca Raton, FL 33432
Mailing Address
Phone number
(561) 368-2336
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 655 |
| AUM (Assets Under Management) | $ 381,697,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IMZ ADVISORY INC.
CRD#: 314890Boca Raton, FL 33432TRUST BUT VERIFY
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