Cory Davis has been Vice President of IMZ Advisory since April 2021, is a control person of the firm and directly owns under 5% of it. Cory Davis studied at Florida Atlantic University.
Imz Advisory Inc. is a Boca Raton, FL firm with $453M under management, 442 clients and 3 advisers in one office, as of its August 2026 filing.
Cory Davis is Vice President and partner at IMZ Financial Services, Inc., based in Boca Raton. He specializes in tax-efficient planning, wealth management, insurance solutions, and strategies for retirement, business, family and estate planning. He is a founding member of The Cornerstone Study Group, a national network of financial advisors.
Cory Davis’ longest registration was 5 years at Investacorp Advisory Services Inc (2014–2020). Before joining IMZ Advisory in 2021, Cory Davis was registered through Securities America Advisors, Inc. and Investacorp Advisory Services Inc.
- Imz Advisory Inc.Current– present · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 314890
- Securities America Advisors, Inc.– · 3 yearsBoca Raton, FL · Adviser representative · Firm CRD 110518
- Investacorp Advisory Services Inc– · 5 yearsBoca Raton, FL · Adviser representative · Firm CRD 109011
Investment adviser representative registrations
Cory Davis is registered as an investment adviser representative in Florida, since August 2021.
- FloridaSince 25 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 February 2014 |
| Series 7 | General Securities Representative Examination | 14 September 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5930757
- Firm
- IMZ Advisory · CRD 314890
- Role
- Vice President
- Office
- 137 W. Royal Palm Road, Boca Raton, FL 33432
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- imzfinancialservices.com
Where does Cory Davis work?
Cory Davis has been Vice President of Imz Advisory Inc. since April 2021, and is a control person of the firm.
Is Cory Davis a financial advisor?
Yes. Cory Davis has a current investment-adviser registration in Florida, through IMZ Advisory since August 2021.
How many years of experience does Cory Davis have?
Cory Davis has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Cory Davis passed?
Cory Davis has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2012. FINRA credited Cory Davis with the SIE, which began in October 2018.
Where did Cory Davis work before IMZ Advisory?
Before IMZ Advisory, Cory Davis was registered through Investacorp Advisory Services Inc, August 2014 to July 2020.
Where is Cory Davis based?
Cory Davis’ registered office is in Boca Raton, FL.
Is Cory Davis registered with FINRA?
Yes. Cory Davis has a current broker registration, under CRD 5930757.
Source: FINRA BrokerCheck
How can I verify Cory Davis’ record?
Search CRD 5930757 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cory Davis’ full registration record.