Carrie Stockton Westfall

Current Employers

Employment History

• 06/1998 → 06/2019
  A I M Distributors, Inc.
  Houston, TX
• 01/2010 → 06/2019
  Invesco Advisers, Inc.
  Atlanta, GA
• 05/2020 → 12/2021
  Concourse Financial Group Securities (Proequities, Inc.)
  Houston, TX
• 01/2020 → Present
  Elite Insurance Agency Inc
  Houston, TX
• 06/2019 → 07/2019
  Unemployed
  Houston, TX
• 08/2019 → 12/2019
  Elite Marketing Group
  Houston, TX
• 01/2022 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2020-05-18 → 2021-12-31
  Concourse Financial Group Securities, Inc.
  Houston, TX
• 2010-01-01 → 2019-06-03
  Invesco Advisers, Inc.
  Atlanta, GA
• 2006-11-22 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

1.) ELITE INSURANCE AGENCY INC - 1/1/2020 - 10000 Memorial Drive, Suite 200, Houston, TX 77024 - Manager of Marketing and Communications, Manage operations, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) LANDLORD - 4/1/2021 - 15322 Woodlawn Manor Court, Cypress, TX 77429 - Landlord, Collect rent, upkeep mainteance, Not Invt Rel, rental property, 5 hrs/mo; 0 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 1/3/2022 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR, Invt Rel, RIA Business, 0 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2006-11-21
• S63 Uniform Securities Agent State Law Examination
  1999-06-28

Other Names

• Carrie L Westfall
• Carrie Lynn Stockton