Brett David Boor

Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

From the firm’s Form ADV. Read the guides:

Current Employers

Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2018-09-14

TX RA
APPROVED

Since 2018-09-14

Branch Locations

Chicage, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services, Inc	Farmington Hills	MI	02/2016	08/2018
Invesco	Downers Grove	IL	09/2018	Present

02/2016 → 08/2018

Ubs Financial Services, Inc

Farmington Hills, MI
09/2018 → Present

Invesco

Downers Grove, IL

Previous Registrations

2016-03-08 → 2018-09-10

Ubs Financial Services Inc.

Farmington Hills, MI
2013-11-27 → 2015-12-23

First Trust Advisors Lp

Wheaton, IL

Other Businesses

FRIENDSHIP CENTER CHICAGO; NOT INVESTMENT RELATED; 2711 W LAWRENCE AVENUE, CHICAGO, IL 60625, USA; FOOD PANTRY/NGO; NO TITLE, NO LEADERSHIP ROLE. BASIC VOLUNTEER; START: 10/2022; 15HRS/MO, NOT DURING TRADING HOURS; HELP CLIENTS GET FOOD AT THE PANTRY. DELIVER FOOD TO HOMEBOUND SENIORS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-26

S66 Uniform Combined State Law Examination

2013-11-26

Designations

Chartered Financial Analyst

View on SEC IAPD