| Name: | IMA Wealth, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 19 Dec 2017 (7 years ago) |
| Identification Number: | 001679754 |
| Place of Formation: | KANSAS |
| Principal Address: | 430 E DOUGLAS AVE STE 400, WICHITA, KS, 67202, USA |
| Purpose: | FINANCIAL SERVICES, INCLUDING INVESTMENT ADVICE AND INSURANCE AGENCY |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| INCORP SERVICES, INC. | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
| Name | Role | Address |
|---|---|---|
| RICHARD HOLT | PRESIDENT | 430 E DOUGLAS AVE STE 400 WICHITA, KS 67202 USA |
| Name | Role | Address |
|---|---|---|
| RICHARD HOLT | TREASURER | 430 E DOUGLAS AVE STE 400 WICHITA, KS 67202 USA |
| Name | Role | Address |
|---|---|---|
| ERIC PAULY | SECRETARY | 430 E DOUGLAS AVE STE 400 WICHITA, KS 67202 USA |
| Name | Role | Address |
|---|---|---|
| SUSAN L POOL | DIRECTOR | 430 E DOUGLAS AVE STE 400 WICHITA, KS 67202 USA |
| RICHARD HOLT | DIRECTOR | 430 E DOUGLAS AVE STE 400 WICHITA, KS 67202 USA |
| Number | Name | File Date |
|---|---|---|
| 202453558480 | Annual Report | 2024-05-01 |
| 202334010010 | Annual Report | 2023-04-26 |
| 202211469980 | Annual Report | 2022-02-23 |
| 202190365280 | Annual Report | 2021-02-08 |
| 202034035340 | Annual Report | 2020-02-10 |
| 201986238540 | Annual Report | 2019-02-08 |
| 201857173020 | Annual Report | 2018-01-31 |
| 201755199320 | Application for Certificate of Authority | 2017-12-19 |
Date of last update: 27 Oct 2024
Sources: Rhode Island Department of State
