| Entity Name: | IMA Advisory Services, Inc. |
| Jurisdiction: | Connecticut |
| Legal type: | Stock |
| Citizenship: | Foreign |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Dec 2017 (Companies founded in December 2017) |
| Business ALEI: | 1259493 |
| Annual report due: | 07 Dec 2024 |
| NAICS code: | 524298 - All Other Insurance Related Activities |
| Business address: | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States |
| Mailing address: | 430 E Douglas Ave Ste 400, WICHITA, KS, United States, 67202 |
| Place of Formation: | KANSAS |
| E-Mail: | managedreports@incorp.com |
| Name | Role |
|---|---|
| BLAIRE CORPORATION | Agent |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PATRICIA DAVIS | Officer | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 31 WEST MAIN ST, Unit 6, NIANTIC, CT, 06357, United States |
| Richard Holt | Officer | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States |
| Eric Pauly | Officer | No data | 430 E. Douglas Ave. Suite 400, Wichita, KS, 67202, United States |
| SUEANN SCHULTZ | Officer | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 2820 SW Mission Woods Dr, 150, Topeka, KS, 66614-9947, United States |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| PATRICIA DAVIS | Director | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 31 WEST MAIN ST, Unit 6, NIANTIC, CT, 06357, United States |
| Richard Holt | Director | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States |
| SUEANN SCHULTZ | Director | 430 E Douglas Ave Ste 400, WICHITA, KS, 67202, United States | 2820 SW Mission Woods Dr, 150, Topeka, KS, 66614-9947, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | IMA WEALTH, INC. | IMA Advisory Services, Inc. | 2024-08-01 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012712358 | 2024-08-01 | 2024-08-01 | Name Change Amendment | Amended Certificate of Authority | No data |
| BF-0011353032 | 2023-11-14 | No data | Annual Report | Annual Report | No data |
| BF-0010411354 | 2022-11-14 | No data | Annual Report | Annual Report | 2022 |
| BF-0009827428 | 2021-11-29 | No data | Annual Report | Annual Report | No data |
| 0007023398 | 2020-11-20 | No data | Annual Report | Annual Report | 2020 |
| 0006671366 | 2019-11-01 | No data | Annual Report | Annual Report | 2019 |
| 0006270885 | 2018-11-02 | No data | Annual Report | Annual Report | 2018 |
| 0005997138 | 2017-12-07 | 2017-12-07 | Business Registration | Certificate of Authority | No data |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
