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Current Employers
Invesco Advisers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-02
GA RA APPROVED 2022-06-01
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • GA RA
    APPROVED
    Since 2022-06-01

Branch Locations

Houston, TX • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 12/2019 03/2021
Penn State University University Park PA 05/2015 06/2019
Penn State Univeristy Recreation University Park PA 06/2017 10/2018
Webb Capital Management Indianapolis IN 06/2019 12/2019
Vanguard Charlotte NC 03/2021 05/2021
Ubs Financial Services Inc Pittsburgh PA 05/2021 04/2022
Invesco Atlanta GA 05/2022 Present
  • 12/2019 → 03/2021
    Hunt Valley, MD
  • 05/2015 → 06/2019
    Penn State University
    University Park, PA
  • 06/2017 → 10/2018
    Penn State Univeristy Recreation
    University Park, PA
  • 06/2019 → 12/2019
    Webb Capital Management
    Indianapolis, IN
  • 03/2021 → 05/2021
    Vanguard
    Charlotte, NC
  • 05/2021 → 04/2022
    Pittsburgh, PA
  • 05/2022 → Present
    Invesco
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-25
  • S66 Uniform Combined State Law Examination
    2021-01-25

View on SEC IAPD

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