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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-10-18 |
Branch Locations
2300 N. Field St. Suite 1200, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Dallas | TX | 06/2010 | Present |
| Invesco Advisers, Inc. | Dallas | TX | 10/2013 | Present |
(1) DEFINED CONTRIBUTION REAL ESTATE COUNCIL; NOT INVESTMENT RELATED; 215 E. RIDGEWOOD AVENUE, SUITE 201, RIDGEWOOD, NJ 07450; TO PROMOTE THE INCLUSION OF INVESTMENTS IN DIRECT COMMERCIAL REAL ESTATE AND REAL ESTATE SECURITIES WITHIN DEFINED CONTRIBUTION PLANS IN ORDER TO IMPROVE PARTICIPANT OUTCOMES BY FURTHERING EDUCATION ABOUT, ADVOCACY FOR, AND BEST PRACTICES OF SUCH INVESTMENTS.; COMMITTEE MEMBER; START: 01/2017; 01HR/MO, NOT DURING TRADING HOURS; THE COMMITTEE'S GOAL IS TO SET THE RESEARCH AGENDA AND HELP EDUCATE PLAN SPONSORS ON THE BENEFITS REAL ESTATE IN DC PORTFOLIOS. (2) DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (DCIIA); NOT INVESTMENT RELATED; 2025 M STREET, SUITE 800, WASHINGTON, DC 20036; AFFINITY GROUP FOR INVESTMENT MANAGERS; GLOBAL DC COMMITTEE, INVESTMENT POLICY COMMITTEE; START: 08/2017; 01HR/MO NOT DURING TRADING HOURS: PARTICIPATE IN CALLS AND MEETINGS, OCCASIONAL RESEARCH PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-06 |
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