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2300 North Ridgetop Road, Santa Fe, NM 87506 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-04-02 |
| OK | RA | APPROVED | 2021-04-02 |
| TX | RA | APPROVED | 2021-04-01 |
Branch Locations
2300 North Ridgetop Road, Santa Fe, NM 87506 • United States
Pasadena, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 06/2014 | 10/2020 |
| Invesco Advisers, Inc. | Atlanta | GA | 10/2014 | 10/2020 |
| Thornburg Securities Llc | Santa Fe | NM | 03/2021 | 12/2024 |
| Winhill Advisors - Kirby | Houston | TX | 10/2020 | 03/2021 |
| Thornburg Investment Management | Santa Fe | NM | 01/2025 | Present |
(1) CHARLIE KRIEGEL PROPERTIES LLC, DBA WINHILL ADVISORS - KIRBY; INVESTMENT RELATED; 2418 RICHTON ST., HOUSTON, TX 77098; REAL ESTATE; BROKER OF RECORD; START:01/2015; 2HRS/MO, NOT DURING TRADING HOURS; Designated real estate broker for residential real estate company. 0% ownership in the LLC. Typically meet owner once per month for 1-2 hours to review performance, during non-business hours. (2) THIRD ROCK HOME BUYERS LLC; INVESTMENT RELATED; 2418 RICHTON ST., HOUSTON, TX 77098; REAL ESTATE; OWNER/MANAGER; START:04/2017; 2 HRS/WK, NOT DURING TRADING HOURS; LLC created in for real estate investment purposes, primarily to buy/sell residential properties as opportunities arise.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
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