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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED | 2023-07-26 |
Branch Locations
5151 San Felipe St Ste 2100, Houston, TX 77056-3727 • United States
Fulshear, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | GA | 09/2014 | 10/2017 |
| Invesco | Houston | TX | 10/2017 | 04/2021 |
| Invesco | Houston | TX | 04/2021 | 10/2021 |
| Citigroup | Miami | FL | 10/2021 | 07/2023 |
| Ameriprise Financial Services | Houston | TX | 07/2023 | 07/2023 |
| Ameriprise Financial Services, Llc | Houston | TX | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Houston | TX | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-11 |
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