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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-14 |
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 | 12/2007 | Present |
(1) 100 BLACK MEN OF AMERICA - ATLANTA CHAPTER; NOT INVESTMENT RELATED; 101 JACKSON STREET NE, ATLANTA, GEORGIA 30312, USA; MENTORING YOUNG PEOPLE IN THE ATLANTA COMMUNITY AND ENHANCING SCHOLARSHIP OPPORTUNITIES; FINANCIAL SECRETARY - OVERSEE THE FINANCIAL STRUCTURE OF THE ORGANIZATION, MEMBERSHIP COMMITTEE, ELECTION COMMITTEE, GOLF COMMITTEE, AUDIT SUB-COMMITTEE, PROGRAM COMMITTEE, FINANCE COMMITTEE CHAIR; START: 01/2019; 10 HRS/MO, NOT DURING TRADING HOURS; GENERAL OVERSIGHT, NON-SPECIFIC, MENTORING, FUNDRAISING, ETC. ENSURE THE FINANCIAL HEALTH OF THE ORGANIZATION THROUGH TRANSPARENCY, OVERSIGHT, AND OVERALL LEADERSHIP. LEAD THE FINANCE COMMITTEE TO OVERSEE THE FINANCES OF THE ORGANIZATION - NO SIGNING AUTHORITY (2) DEPAUW UNIVERSITY; NOT INVESTMENT RELATED; 204 E. SEMINARY, GREENCASTLE, INDIANA USA; UNIVERSITY - HIGHER EDUCATION; DEPAUW CAMPAIGN STEERING COMMITTEE; START: 06/2023; 10 HRS/MO AND NOT DURING TRADING HOURS; ASSIST IN DEVELOPING PLANS AND STRATEGIES FOR THE CAMPAIGN BY WORKING WITH THE UNIVERSITY CABINET AND OTHER LEADERSHIP VOLUNTEERS. ASSIST WITH THE CULTIVATION, SOLICITATION AND STEWARDSHIP OF BOARD MEMBERS AND OTHER KEY DONORS, AS APPROPRIATE. HELP SELECT AND EVALUATE PROSPECTIVE DONORS AND CULTIVATE AND SOLICIT LEADERSHIP GIFTS AND MAJOR GIFTS THROUGH PERSONAL MEETINGS AND OTHER CONTACTS. (3) SENTINEL ON THE RIVER HOMEOWNERS ASSOCIATION; NOT INVESTMENT RELATED; 1465 NORTHSIDE DRIVE, SUITE 128, ATLANTA, GEORGIA 30318, USA; HOMEOWNER ASSOCIATION, INC. ITEMS SUCH AS SAFETY, BEAUTIFICATION, FELLOWSHIP, AND GOVERNANCE. THE PURPOSE IS TO ENHANCE THE NEIGHBORHOOD TO FOSTER A GREAT LIVING ENVIRONMENT; TREASURER; START: 01/2022; 05HRS/MO, NOT DURING TRADING HOURS; GENERAL - MEMBERSHIP LEAD ORGANIZATION; OUR HOMEOWNERS USE AN OUTSIDE VENDOR TO ADDRESS THE ONGOING MAINTENANCE AND GOVERNANCE AREAS. (4) 100 BLACK MEN OF AMERICA - ATLANTA CHAPTER; NOT INVESTEMENT RELATED; 101 JACKSON STREET NE, ATLANTA, GEORGIA 30312, USA; ORGANIZATION HAS FOUR PILLARS: 1) MENTORING, 2) EDUCATION, 3) HEALTH/WELLNESS, AND 4) ECONOMIC EMPOWERMENT; CHAIR ELECT - NEXT CHAIRMAN OF THE ORGANIZATION EFFECTIVE 5/2027; START: 10/2018; 12HRS/MO, MINIMAL HRS DURING TRADING HOURS; OVERSEE AND IMPLEMENT THE ORGANIZATION'S STRATEGY TO DELIVER THE FOUR PILLARS OF MENTORING, EDUCATION, HEALTH/WELLNESS, AND ECONOMIC EMPOWERMENT TO THE YOUTH OF ATLANTA, PRIMARILY WITHIN THE BANKHEAD NEIGHBORHOOD.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-25 |
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