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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-03 |
Branch Locations
11 Greenway Plaza Suite 1000, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 03/2000 | Present |
CFA SOCIETY HOUSTON; INVESTMENT RELATED; 1321 ANTONIE DR, HOUSTON, 77055, USA; TO PROMOTE THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS IN INVESTMENT MARKETS. TO ENCOURAGE OUR MEMBERSHIP AND OTHERS TO EARN THE CHARTERED FINANCIAL ANALYST® (CFA) DESIGNATION. TO PROVIDE AND PROMOTE EDUCATIONAL OPPORTUNITIES FOR THE INVESTMENT COMMUNITY. TO BE ADVOCATES ON ISSUES THAT SERVE THE INTEREST OF INVESTORS AND SOCIETY. TO EDUCATE AND CREATE A STRONG LOCAL COMMUNITY OF INVESTMENT PROFESSIONALS IN ORDER TO FOSTER THE EXCHANGE OF IDEAS AND KNOWLEDGE IN INVESTMENT MARKETS; BOARD OF DIRECTORS, TREASURER & SECRETARY; START: 08/2025; 04HRS/MO, NOT DURING TRADING HOURS; TREASURER & SECRETARY - OVERSEE FINANCIAL ASPECTS OF THE SOCIETY, INCLUDING BUDGETING, FINANCIAL REPORTING AND MAINTAINING ACCURATE FINANCIAL RECORDS AND DOCUMENTATION. COLLABORATE WITH OTHER BOARD MEMBERS AND STAFF ON FINANCIAL MATTERS. MANAGE RECORDS, SCHEDULE MEETINGS, SUPPORT GOVERNANCE AND COMMUNICATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-23 |
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