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Rory James Davan

Invesco Managed Accounts, LLC

Ridgewood, NJ

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Current Employers
Invesco Managed Accounts, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2023-06-09
FL RA APPROVED 2023-06-08
AK RA APPROVED 2023-06-07
MA RA APPROVED 2023-06-07
OK RA APPROVED 2023-06-06
PR RA APPROVED 2023-06-06
DE RA APPROVED 2023-06-02
IL RA APPROVED 2023-06-02
AR RA APPROVED 2023-06-01
NC RA APPROVED 2023-06-01
ID RA APPROVED 2023-05-31
IN RA APPROVED 2023-05-30
MN RA APPROVED 2023-05-30
MS RA APPROVED 2023-05-30
NV RA APPROVED 2023-05-30
ND RA APPROVED 2023-05-30
SD RA APPROVED 2023-05-30
WY RA APPROVED 2023-05-30
OR RA APPROVED 2023-05-28
GA RA APPROVED 2023-05-26
LA RA APPROVED 2023-05-26
MI RA APPROVED 2023-05-26
NE RA APPROVED 2023-05-26
SC RA APPROVED 2023-05-26
WV RA APPROVED 2023-05-26
AL RA APPROVED 2023-05-25
AZ RA APPROVED 2023-05-25
CA RA APPROVED 2023-05-25
CT RA APPROVED 2023-05-25
HI RA APPROVED 2023-05-25
IA RA APPROVED 2023-05-25
KS RA APPROVED 2023-05-25
KY RA APPROVED 2023-05-25
ME RA APPROVED 2023-05-25
MO RA APPROVED 2023-05-25
MT RA APPROVED 2023-05-25
NH RA APPROVED 2023-05-25
NM RA APPROVED 2023-05-25
OH RA APPROVED 2023-05-25
PA RA APPROVED 2023-05-25
RI RA APPROVED 2023-05-25
TX RA APPROVED_RES 2023-05-25
UT RA APPROVED 2023-05-25
VT RA APPROVED 2023-05-25
VA RA APPROVED 2023-05-25
WI RA APPROVED 2023-05-25
VI RA APPROVED 2023-05-25
CO RA APPROVED 2023-05-24
MD RA APPROVED 2023-05-24
NY RA APPROVED 2023-05-24
NJ RA APPROVED 2021-03-16
WA RA APPROVED 2021-03-16
  • DC RA
    APPROVED
    Since 2023-06-09
  • FL RA
    APPROVED
    Since 2023-06-08
  • AK RA
    APPROVED
    Since 2023-06-07
  • MA RA
    APPROVED
    Since 2023-06-07
  • OK RA
    APPROVED
    Since 2023-06-06
  • PR RA
    APPROVED
    Since 2023-06-06
  • DE RA
    APPROVED
    Since 2023-06-02
  • IL RA
    APPROVED
    Since 2023-06-02
  • AR RA
    APPROVED
    Since 2023-06-01
  • NC RA
    APPROVED
    Since 2023-06-01
  • ID RA
    APPROVED
    Since 2023-05-31
  • IN RA
    APPROVED
    Since 2023-05-30
  • MN RA
    APPROVED
    Since 2023-05-30
  • MS RA
    APPROVED
    Since 2023-05-30
  • NV RA
    APPROVED
    Since 2023-05-30
  • ND RA
    APPROVED
    Since 2023-05-30
  • SD RA
    APPROVED
    Since 2023-05-30
  • WY RA
    APPROVED
    Since 2023-05-30
  • OR RA
    APPROVED
    Since 2023-05-28
  • GA RA
    APPROVED
    Since 2023-05-26
  • LA RA
    APPROVED
    Since 2023-05-26
  • MI RA
    APPROVED
    Since 2023-05-26
  • NE RA
    APPROVED
    Since 2023-05-26
  • SC RA
    APPROVED
    Since 2023-05-26
  • WV RA
    APPROVED
    Since 2023-05-26
  • AL RA
    APPROVED
    Since 2023-05-25
  • AZ RA
    APPROVED
    Since 2023-05-25
  • CA RA
    APPROVED
    Since 2023-05-25
  • CT RA
    APPROVED
    Since 2023-05-25
  • HI RA
    APPROVED
    Since 2023-05-25
  • IA RA
    APPROVED
    Since 2023-05-25
  • KS RA
    APPROVED
    Since 2023-05-25
  • KY RA
    APPROVED
    Since 2023-05-25
  • ME RA
    APPROVED
    Since 2023-05-25
  • MO RA
    APPROVED
    Since 2023-05-25
  • MT RA
    APPROVED
    Since 2023-05-25
  • NH RA
    APPROVED
    Since 2023-05-25
  • NM RA
    APPROVED
    Since 2023-05-25
  • OH RA
    APPROVED
    Since 2023-05-25
  • PA RA
    APPROVED
    Since 2023-05-25
  • RI RA
    APPROVED
    Since 2023-05-25
  • TX RA
    APPROVED_RES
    Since 2023-05-25
  • UT RA
    APPROVED
    Since 2023-05-25
  • VT RA
    APPROVED
    Since 2023-05-25
  • VA RA
    APPROVED
    Since 2023-05-25
  • WI RA
    APPROVED
    Since 2023-05-25
  • VI RA
    APPROVED
    Since 2023-05-25
  • CO RA
    APPROVED
    Since 2023-05-24
  • MD RA
    APPROVED
    Since 2023-05-24
  • NY RA
    APPROVED
    Since 2023-05-24
  • NJ RA
    APPROVED
    Since 2021-03-16
  • WA RA
    APPROVED
    Since 2021-03-16

Branch Locations

Ridgewood, NJ • 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
Ubs Ag New York NY 04/2005 02/2021
Ubs International New York NY 04/2005 02/2021
Ubs Financial Services Inc. Weehawken NJ 01/2010 02/2021
Invesco New York NY 03/2021 Present
  • 04/2005 → 02/2021
    Ubs Ag
    New York, NY
  • 04/2005 → 02/2021
    Ubs International
    New York, NY
  • 01/2010 → 02/2021
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 03/2021 → Present
    Invesco
    New York, NY
Previous Registrations
  • 2010-01-01 → 2021-03-08
    Ubs Financial Services Inc.
    New York, NY
    Weehawken, NJ
  • 2008-07-30 → 2010-01-01
    Ubs International Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-28
  • S66 Uniform Combined State Law Examination
    2008-07-28
Other Names
  • Rory Davan
  • Rory J Davan

View on SEC IAPD

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