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1700 Seventh Ave Suite 1130, Seattle, WA 98101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-09-03 |
| MA | RA | APPROVED | 2025-09-02 |
| FL | RA | APPROVED | 2025-08-26 |
| AZ | RA | APPROVED | 2025-08-14 |
| NM | RA | APPROVED | 2025-08-07 |
| WV | RA | APPROVED | 2025-08-07 |
| GA | RA | APPROVED | 2025-08-06 |
| LA | RA | APPROVED | 2025-08-06 |
| NV | RA | APPROVED | 2025-08-06 |
| ND | RA | APPROVED | 2025-08-06 |
| VI | RA | APPROVED | 2025-08-06 |
| AL | RA | APPROVED | 2025-08-05 |
| AK | RA | APPROVED | 2025-08-05 |
| AR | RA | APPROVED | 2025-08-05 |
| CA | RA | APPROVED | 2025-08-05 |
| CO | RA | APPROVED | 2025-08-05 |
| CT | RA | APPROVED | 2025-08-05 |
| DE | RA | APPROVED | 2025-08-05 |
| HI | RA | APPROVED | 2025-08-05 |
| ID | RA | APPROVED | 2025-08-05 |
| IL | RA | APPROVED | 2025-08-05 |
| IN | RA | APPROVED | 2025-08-05 |
| IA | RA | APPROVED | 2025-08-05 |
| KS | RA | APPROVED | 2025-08-05 |
| KY | RA | APPROVED | 2025-08-05 |
| ME | RA | APPROVED | 2025-08-05 |
| MD | RA | APPROVED | 2025-08-05 |
| MI | RA | APPROVED | 2025-08-05 |
| MN | RA | APPROVED | 2025-08-05 |
| MS | RA | APPROVED | 2025-08-05 |
| MO | RA | APPROVED | 2025-08-05 |
| MT | RA | APPROVED | 2025-08-05 |
| NE | RA | APPROVED | 2025-08-05 |
| NH | RA | APPROVED | 2025-08-05 |
| NJ | RA | APPROVED | 2025-08-05 |
| NY | RA | APPROVED | 2025-08-05 |
| NC | RA | APPROVED | 2025-08-05 |
| OH | RA | APPROVED | 2025-08-05 |
| OK | RA | APPROVED | 2025-08-05 |
| OR | RA | APPROVED | 2025-08-05 |
| PA | RA | APPROVED | 2025-08-05 |
| PR | RA | APPROVED | 2025-08-05 |
| RI | RA | APPROVED | 2025-08-05 |
| SC | RA | APPROVED | 2025-08-05 |
| SD | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2025-08-05 |
| UT | RA | APPROVED | 2025-08-05 |
| VT | RA | APPROVED | 2025-08-05 |
| VA | RA | APPROVED | 2025-08-05 |
| WA | RA | APPROVED | 2025-08-05 |
| WI | RA | APPROVED | 2025-08-05 |
| WY | RA | APPROVED | 2025-08-05 |
Branch Locations
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Atlanta | GA | 03/2022 | Present |
| Wells Fargo Bank | Atlanta | GA | 11/2013 | 03/2022 |
(1) UBounce Outdoors LLC: Investment related: No Address: 1113 Helton St Dalton GA 30721 Nature: Party rental and entertainment consulting Position: member Start: 02/2020 Hours: 10 monthly Hours to other securities: None Duties: OPERATIONS, SALES, AND SERVICE OFFICER (2) 602 Innovations LLC Investment related: No Address: 4126 Winding Valley Dr Smyrna GA 30082 Nature: BUSINESS GROWTH AND CONSULTING SERVICES Position: MEMBER Start: 05/2017 Hours: 4 monthly Hours to other securities: None Duties: OPERATIONS, SALES, AND SERVICE (3) I9 SPORTS; NOT INVESTMENT RELATED; 3515 MCCAULEY RD, SMYRNA, 30080, USA; YOUTH SPORT LEAGUES; VOLUNTEER COACH; START: 06/2024; 04 HRS/MO, NOT DURING TRADING HOURS; VOLUNTEER COACH. (4) GOODLETT RENTAL PROPERTY; NOT INVESTMENT RELATED; LESLEY DR, DALTON 30721, USA; RENTAL PROPERTY; LANDLORD; START DATE: 12/2024; 02HRS/MO, NOT DURING TRADING HOURS; MAINTAIN PROPERTY, COLLECT RENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-22 |
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