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One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-10 |
Branch Locations
66 Hudson Blvd E Fl 24, Ste 2434, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 12/2012 | 05/2019 |
| Invesco Advisers, Inc | Atlanta | GA | 01/2013 | 05/2019 |
| Westwood Management Corp. | Chatham | NJ | 06/2019 | 06/2020 |
| Foreside Fund Services, Llc | Chatham | NJ | 09/2019 | 06/2020 |
| The Prudential Insurance Company Of America | Chatham | NJ | 07/2020 | 02/2021 |
| Prudential Annuities Distributors, Inc | Chatham | NJ | 07/2020 | 02/2021 |
| Crawford Investment Counsel | Atlanta | GA | 03/2021 | 12/2024 |
| Baker Avenue Asset Management Lp | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-18 |
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