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1700 Seventh Ave Suite 1130, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-26 |
| AZ | RA | APPROVED | 2023-06-28 |
| HI | RA | APPROVED | 2023-06-28 |
| FL | RA | APPROVED | 2023-06-21 |
| AK | RA | APPROVED | 2023-06-16 |
| DC | RA | APPROVED | 2023-06-16 |
| PR | RA | APPROVED | 2023-06-16 |
| WY | RA | APPROVED | 2023-06-16 |
| MS | RA | APPROVED | 2023-06-13 |
| NV | RA | APPROVED | 2023-06-13 |
| NH | RA | APPROVED | 2023-06-12 |
| ND | RA | APPROVED | 2023-06-12 |
| AR | RA | APPROVED | 2023-06-09 |
| DE | RA | APPROVED | 2023-06-09 |
| MI | RA | APPROVED | 2023-06-09 |
| WV | RA | APPROVED | 2023-06-09 |
| GA | RA | APPROVED | 2023-06-08 |
| IL | RA | APPROVED | 2023-06-08 |
| IA | RA | APPROVED | 2023-06-08 |
| KY | RA | APPROVED | 2023-06-08 |
| MN | RA | APPROVED | 2023-06-08 |
| MT | RA | APPROVED | 2023-06-08 |
| SC | RA | APPROVED | 2023-06-08 |
| VT | RA | APPROVED | 2023-06-08 |
| VA | RA | APPROVED | 2023-06-08 |
| VI | RA | APPROVED | 2023-06-08 |
| AL | RA | APPROVED | 2023-06-07 |
| CA | RA | APPROVED | 2023-06-07 |
| CO | RA | APPROVED | 2023-06-07 |
| CT | RA | APPROVED | 2023-06-07 |
| ID | RA | APPROVED | 2023-06-07 |
| IN | RA | APPROVED | 2023-06-07 |
| KS | RA | APPROVED | 2023-06-07 |
| LA | RA | APPROVED | 2023-06-07 |
| ME | RA | APPROVED | 2023-06-07 |
| MD | RA | APPROVED | 2023-06-07 |
| MO | RA | APPROVED | 2023-06-07 |
| NE | RA | APPROVED | 2023-06-07 |
| NJ | RA | APPROVED | 2023-06-07 |
| NM | RA | APPROVED | 2023-06-07 |
| NY | RA | APPROVED | 2023-06-07 |
| NC | RA | APPROVED | 2023-06-07 |
| OH | RA | APPROVED | 2023-06-07 |
| OK | RA | APPROVED | 2023-06-07 |
| OR | RA | APPROVED | 2023-06-07 |
| PA | RA | APPROVED | 2023-06-07 |
| RI | RA | APPROVED | 2023-06-07 |
| SD | RA | APPROVED | 2023-06-07 |
| UT | RA | APPROVED | 2023-06-07 |
| WI | RA | APPROVED | 2023-06-07 |
| TX | RA | APPROVED | 2023-01-23 |
| WA | RA | APPROVED | 2023-01-23 |
Branch Locations
11 Greenway Plaza Ste. 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 | 08/2014 | 09/2019 |
| Invesco Advisers, Inc. | Atlanta | GA | 10/2014 | 09/2019 |
| Touchstone Securities, Inc. | Cincinnati | OH | 09/2019 | 08/2022 |
| Ifs Financial Services | Cincinnati | OH | 09/2019 | 08/2022 |
| Invesco | Houston | TX | 01/2023 | Present |
| Sabbatical | Houston | TX | 08/2022 | 01/2023 |
1) Name of other business: Longitude.site; Address of other business: P.O. Box 31174 Houston, TX 77231; Nature of other business: Educational - Empowering college students to map innovative career paths; Position: Advisory Board Member; Start date with other business: 4/1/2020; Approximate number of hours per month devoted to other business: 2 to 4; Approximate number of hours per month devoted during securities trading hours: 0; Duties include: I was appointed to a two-year position as an advisory board member. I provide support and assistance to identify best practice standards for the advancement of the program. I also assist with marketing and promotion.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-18 |
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