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Investment Adviser Firm Summary

CORDA INVESTMENT MANAGEMENT, LLC (CRD# 108046 / SEC# 801-57097)
Alternate Names: BARNES, BONNER, CASTLES , CORDA INVESTMENT MANAGEMENT , CORDA INVESTMENT MANAGEMENT LLC , CORDA INVESTMENT MANAGEMENT, LLC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 12/20/1999

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 10/04/2018
Arizona 03/20/2012
Arkansas 10/23/2017
California 01/03/2011
Colorado 01/08/2014
Florida 02/15/2012
Georgia 02/24/2014
Hawaii 12/16/2014
Idaho 10/23/2017
Illinois 02/28/2014
Indiana 07/28/2017
Iowa 10/23/2017
Louisiana 06/30/2008
Massachusetts 05/30/2014
Michigan 11/01/2013
Minnesota 11/01/2013
Mississippi 10/04/2018
Missouri 06/16/2011
Nevada 07/28/2017
New Jersey 11/10/2011
New Mexico 11/01/2013
New York 02/24/2014
North Carolina 02/27/2017
Ohio 02/24/2014
Oklahoma 04/30/2014
Oregon 07/07/2015
Pennsylvania 02/24/2014
South Carolina 07/28/2017
South Dakota 10/04/2018
Tennessee 06/19/2009
Texas 10/15/1999
Virginia 06/16/2011
Washington 02/22/2010
Wisconsin 11/01/2013

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser