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1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-05-15 |
Branch Locations
1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco | Atlanta | GA | 07/2023 | 03/2025 |
| Unemployed | Atlanta | GA | 01/2023 | 06/2023 |
| Invesco | Atlanta | GA | 12/2016 | 01/2023 |
| Invesco | Toronto | 03/2015 | 12/2016 | |
| Alps Distributors, Inc. | Denver | CO | 04/2025 | Present |
| Vident Advisory, Llc | Alpharetta | GA | 03/2025 | Present |
Vident Advisory, LLC; Investment Related; 1125 Sanctuary Pkwy Suite 515 Alpharetta, GA 30009; RIA; Portfolio Manager; 03/31/2025; 160 HRS/MON; 130 HRS/MON During Trading Hours; Manage SMA Assets Including Trading Optimizing Portfolios and Risk Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-25 |
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