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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle Investment Management Distrubutors, Llc (157625) | Chicago | IL | 06/2015 | 11/2018 |
| Loring Ward Holdings Inc. | Greenville | SC | 11/2018 | 11/2018 |
| Foreside Financial Services, Llc | Greenville | SC | 12/2018 | 06/2020 |
| Buckingham Strategic Partners, Llc | Clayton | MO | 11/2018 | 06/2020 |
| D.H. Hill Securities, Lllp | Kingwood | TX | 07/2020 | 08/2020 |
| Hartman Income Reit Management | Houston | TX | 07/2020 | 08/2020 |
| Invesco | Houston | TX | 08/2020 | 09/2024 |
| Integrity, Llc | Dallas | TX | 09/2024 | 01/2025 |
| Annexus Securities, Llc | Scottsdale | AZ | 09/2024 | 01/2025 |
| Integrity Advisory Solutions | Greenville | SC | 10/2024 | 01/2025 |
| Invesco | Atlanta | GA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-30 |
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