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Advisor at INVESCO ADVISERS, INC.
Crested Butte, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| INVESCO ADVISERS, INC. | Asset manager | Jun 13, 2023 | n/a | yes | Crested Butte, CO | Current employment |
| ASPEN WEALTH STRATEGIES, LLC | Independent wealth | Aug 3, 2021 | Apr 4, 2023 | no | ARVADA, CO | Previous registration |
| RBC CAPITAL MARKETS, LLC | National bd RIA | Apr 29, 2019 | Jun 24, 2021 | no | MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ASPEN WEALTH STRATEGIES, LLC | INVESCO ADVISERS, INC. | Apr 4, 2023 | Jun 13, 2023 | 70 | Firm change | Other |
| RBC CAPITAL MARKETS, LLC | ASPEN WEALTH STRATEGIES, LLC | Jun 24, 2021 | Aug 3, 2021 | 40 | Firm change | Ibd to RIA |