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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Market, Llc | Minneapolis | MN | 06/2018 | 06/2021 |
| Wells Fargo Wealth Management | Minneapolis | MN | 10/2014 | 06/2018 |
| Wells Fargo Wealth Management | Minneapolis | MN | 02/2014 | 01/2018 |
| Aspen Wealth Strategies, Llc | Arvada | CO | 06/2021 | 04/2023 |
| Invesco | Atlanta | GA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
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