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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED_RES | 2024-09-23 |
Branch Locations
220 Nw R D Mize Rd Suite A, Blue Springs, MO 64014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2014 | 06/2017 |
| Invesco Advisers, Inc. | Atlanta | GA | 06/2014 | 06/2017 |
| Oak Ridge Investments, L.L.C. | Chicago | IL | 07/2017 | 07/2018 |
| Imst Distributors, Llc | Chicago | IL | 08/2017 | 12/2018 |
| North Square Investments Llc | Chicago | IL | 07/2018 | 03/2020 |
| Invesco | Downers Grove | IL | 09/2021 | 09/2024 |
| Morningstar | Chicago | IL | 03/2020 | 03/2021 |
| Riskalyze | Chicago | IL | 03/2021 | 09/2021 |
| Edward Jones | St. Louis | MO | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-13 |
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