William Bruce Simmons

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Invesco
  Atlanta, GA
• 06/2009 → Present
  Invesco Trimark
  Toronto

Previous Registrations

• 2006-12-08 → 2010-01-04
  Invesco Aim Advisors, Inc.
  Houston, TX
• 2006-12-01 → 2006-12-01
  Invesco Distributors, Inc.
  Houston, TX
  Houston, TX
• 2006-08-22 → 2006-12-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

EVANELIA TAHITI; NOT INVESTMENT RELATED; 14931 WILLIAMS ST, THORTON, CO 80602, USA; PROVIDE MISSIONARY SERVICES TO THE PEOPLE OF TAHITI. EDUCATION, HUMAN SERVICES, HEALTH CARE, ETC; PROVIDE OVERSIGHT AND COUNSEL IN MANAGING AND GROWING MISSIONARY EFFORT TO TAHITIANS; START: 08/2023; 02 HRS/MO AND NOT DURING TRADING HOURS; SERVE AS BOARD MEMBER. (2) BRUANA LLC; NOT INVESTMENT RELATED; 5773 WOODWAY DR., #272 HOUSTON, TX 77057, USA; FOOD/HOSPITALITY SERVICES; PART OWNER/OPERATOR; START: 07/2024; 12-16 HRS/MO, NOT DURING TRADING HOURS; MANAGING AND DIRECTING FOOD SERVICES FOR FOOD TRAILER.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-21
• S63 Uniform Securities Agent State Law Examination
  1993-05-18