Inactive

Patrick Mullins

Invesco Managed Accounts, LLC

Johns Island, SC

Claim This Profile

Current Employers

Invesco Managed Accounts, Llc

1700 Seventh Ave Suite 1130, Seattle, WA 98101 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2022-09-06

WA RA
APPROVED

Since 2022-09-06

Branch Locations

Johns Island, SC • 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
Columbia Management Investment Distributors Inc	Boston	MA	11/2017	06/2022
U.S. Trust, Bank Of America Private Bank	Boston	MA	01/2015	11/2017
Invesco	Atlanta	GA	06/2022	Present

11/2017 → 06/2022

Columbia Management Investment Distributors Inc

Boston, MA
01/2015 → 11/2017

U.S. Trust, Bank Of America Private Bank

Boston, MA
06/2022 → Present

Invesco

Atlanta, GA

Previous Registrations

2009-11-04 → 2015-01-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Boston, MA

Boston, MA

New York, NY

Paramus, NJ

Boston, MA
2008-12-10 → 2009-10-23

Banc Of America Investment Services, Inc.

Boston, MA
2003-11-24 → 2006-12-05

Citizens Securities, Inc.

Johnston, RI

Smithfield, RI

Providence, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-11-21
S63	Uniform Securities Agent State Law Examination	1996-05-15

S65 Uniform Investment Adviser Law Examination

2003-11-21
S63 Uniform Securities Agent State Law Examination

1996-05-15

Designations

Other Names

Patrick Healy Mullins

View on SEC IAPD

More in Johns Island, SC

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor