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Christie Zhang

Invesco Managed Accounts, LLC

Seattle, WA

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Current Employers
Invesco Managed Accounts, Llc

1700 Seventh Ave Suite 1130, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-01-25
  • WA RA
    APPROVED
    Since 2024-01-25

Branch Locations

1700 Seventh Ave Suite 1130, Seattle, WA 98101 • 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
OrganizationCityStateFromTo
Invesco Sattle WA 05/2023 Present
Formations Bellevue WA 09/2021 02/2022
Ckw Financial Group Honolulu HI 09/2016 08/2021
Unemployed Seattle WA 02/2022 05/2023
Unemployed Honolulu HI 06/2016 09/2016
  • 05/2023 → Present
    Invesco
    Sattle, WA
  • 09/2021 → 02/2022
    Formations
    Bellevue, WA
  • 09/2016 → 08/2021
    Ckw Financial Group
    Honolulu, HI
  • 02/2022 → 05/2023
    Unemployed
    Seattle, WA
  • 06/2016 → 09/2016
    Unemployed
    Honolulu, HI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08

View on SEC IAPD

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