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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Atlanta | GA | 06/2010 | Present |
CAIA Association; Not investment-related; 11 Amity Street Amherst MA 01002; Volunteer chapter leadership member for CAIA's Chicago chapter; Volunteer role to help organize educational events, social outings, and networking programs for investment professionals in the Chicago area; Start Date 01/2026; 0HRS per day devoted to other business during security trading hours; 2HRS per month devoted to the other business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-02 |
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