Dana Belfleur

Current Employers

Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-10-07

TX RA
APPROVED_RES

Since 2020-10-07

Branch Locations

Arlington, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Group	Philadelphia	PA	07/2016	12/2016
Lincoln Financial Advisors Corporation	Virginia Beach	VA	12/2016	08/2020
Invesco	Atlanta	GA	09/2020	Present

07/2016 → 12/2016

Lincoln Financial Group

Philadelphia, PA
12/2016 → 08/2020

Lincoln Financial Advisors Corporation

Virginia Beach, VA
09/2020 → Present

Invesco

Atlanta, GA

Previous Registrations

2017-06-20 → 2020-08-31

Osaic Fa, Inc.

Radnor, PA

Virginia Beach, VA

Virginia Beach, VA

Other Businesses

(1) THE B. FIRM; NOT INVESTMENT RELATED; 5624 SUFFEX GREEN LANE, ATLANTA, GA 30339, USA; VIRTUAL ASSISTANCE AND PROFESSIONAL ORGANIZATION SERVICES; FOUNDER AND VIRTUAL ASSISTANT; START: 08/2021; 40HRS/MO, NOT DURING TRADING HOURS; I WORK WITH BUSY INDIVIDUALS TO MANAGE THEIR CALENDARS, EMAILS AND TRAVEL. (2) RIVERVIEW VENTURES, LLC; NOT INVESTMENT RELATED; 1918 W KIMBERLY RD SW, ATLANTA, GA 30331, USA; REAL ESTATE INVESTING; CO-PARTNER; START: 06/2023; 10HRS/MO, NOT DURING TRADING HOURS; HELP FIND HOMES TO PURCHASE. (3) REAL ESTATE INVESTMENT PROPERTY; NOT INVESTMENT RELATED; 1918 W KIMBERLY RD SW, ATLANTA, GA 30331, USA; REAL ESTATE; OWNER; START: 08/2024; 02HRS/MO, NOT DURING TRADING HOURS; LANDLORD AND OWNER OF REAL ESTATE PROPERTY.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-16

S66 Uniform Combined State Law Examination

2017-06-16

View on SEC IAPD