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Bradley Andrew Katte

CRD 7486110  ·  Imz Advisory Inc.  ·  Boca Raton, FL

IA RegisteredRegistration inactive

Also appears in the source record as: Bradley A Katte; Bradley Katte

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Inactive
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Imz Advisory Inc.
Firm CRD
314890
SEC number
801-122106
Assets under management
$452.7M as of Mar 3, 2026
Website
www.imzfinancialservices.com ↗
Phone
561-368-2336
Firm location
Boca Raton, FL, 33432

Employment history (1)

From the source registration record · current first

  • Imz Advisory Inc.Current
    Boca Raton, FL · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.