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Cory Davis

Investment Adviser Representative at IMZ ADVISORY INC.

Sunrise, FLCRD #5930757Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
18 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
CaliforniaColoradoConnecticutFloridaIllinoisLouisianaMassachusettsMichiganMissouriNevadaNew JerseyNew YorkNorth CarolinaPennsylvaniaTennesseeTexasUtahWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/17/2014
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/14/2012
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/24/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

IMZ ADVISORY INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent
9/8/2024Sunrise, FL
INVESTACORP, INC.
9/11/20127/17/2020BOCA RATON, FL
SECURITIES AMERICA, INC.
7/17/202010/8/2023BOCA RATON, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
3/26/20128/22/2012AVENTURA, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cory Davis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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