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Christopher James Mcbee

Avion Wealth

The Woodlands, TX

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Current Employers
Avion Wealth

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-29
  • TX RA
    APPROVED
    Since 2023-03-29

Branch Locations

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913 • 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
Invesco Distributors, Inc. Houston TX 08/2014 06/2019
Invesco Advisers, Inc. Atlanta GA 08/2014 06/2019
Foreside Fund Services, Llc Cypress TX 08/2019 10/2020
Yorktown Management & Research Co., Inc. Cypress TX 07/2019 10/2020
Foreside Fund Services, Llc Tomball TX 10/2020 11/2020
Yorktown Management & Research Co., Inc. Tomball TX 10/2020 11/2020
Foreside Fund Services, Llc Cypress TX 11/2020 01/2023
Yorktown Management & Research Co., Inc. Cypress TX 11/2020 01/2023
Avion Wealth The Woodlands TX 02/2023 Present
  • 08/2014 → 06/2019
    Invesco Distributors, Inc.
    Houston, TX
  • 08/2014 → 06/2019
    Invesco Advisers, Inc.
    Atlanta, GA
  • 08/2019 → 10/2020
    Foreside Fund Services, Llc
    Cypress, TX
  • 07/2019 → 10/2020
    Yorktown Management & Research Co., Inc.
    Cypress, TX
  • 10/2020 → 11/2020
    Foreside Fund Services, Llc
    Tomball, TX
  • 10/2020 → 11/2020
    Yorktown Management & Research Co., Inc.
    Tomball, TX
  • 11/2020 → 01/2023
    Foreside Fund Services, Llc
    Cypress, TX
  • 11/2020 → 01/2023
    Yorktown Management & Research Co., Inc.
    Cypress, TX
  • 02/2023 → Present
    Avion Wealth
    The Woodlands, TX
Previous Registrations
  • 2014-08-05 → 2019-06-20
    Invesco Advisers, Inc.
    Atlanta, GA
    Houston, TX
  • 2009-07-10 → 2014-07-29
    Securian Financial Services, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-05
  • S66 Uniform Combined State Law Examination
    2009-06-05
Designations
Other Names
  • Christopher James Mcbee
  • Christopher Mcbee

View on SEC IAPD

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