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BROOKE ELIZABETH Morgan
BROOKE ELIZABETH TYLER, Brooke Tyler
CRD#: 6570030
IA
Investment Adviser
B
Broker
PT ASSET MANAGEMENT, LLCCRD#: 107619 500 W. MADISON STREET
SUITE 500
CHICAGO, IL 60661
ALPS DISTRIBUTORS, INC.CRD#: 16853 Houston, TX
Registration History
20172018201920202021202220232024202520262 FIRMS2020 - 2021 (<1 year)BALPS DISTRIBUTORS, INC. (CRD# 16853)2025 - Present (<1 year)IAPT ASSET MANAGEMENT, LLC (CRD# 107619)2023 - Present (1 year)BPERFORMANCE TRUST CAPITAL PART... (CRD# 36155)2021 - 2025 (3 years)BINVESCO DISTRIBUTORS, INC. (CRD# 7369)2017 - 2020 (3 years)IAINVESCO ADVISERS, INC. (CRD# 105360)2019 - 2020 (1 year)
License(s)

State Registrations

B
Arkansas 2/3/2025

B
New Mexico 2/3/2025

IA
Illinois 4/5/2023

B
Oklahoma 2/3/2025

B
Louisiana 2/3/2025

B
Texas 2/3/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
B
ALPS DISTRIBUTORS, INC. (CRD#:16853)
Houston, TX
Registered with this firm since 2/3/2025

IA
PT ASSET MANAGEMENT, LLC (CRD#:107619)
500 W. MADISON STREET SUITE 500, CHICAGO, IL 60661
Houston, TX
Registered with this firm since 4/5/2023

Previous Registration(s)
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B
04/20/2021 - 01/31/2025 PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CRD#:36155) CHICAGO, IL
IA
10/30/2020 - 04/16/2021 KESTRA ADVISORY SERVICES, LLC (CRD#:283330) AUSTIN, TX
B
10/30/2020 - 04/16/2021 KESTRA INVESTMENT SERVICES, LLC (CRD#:42046) AUSTIN, TX
IA
03/18/2019 - 10/02/2020 INVESCO ADVISERS, INC. (CRD#:105360) Houston, TX
B
01/26/2017 - 10/02/2020 INVESCO DISTRIBUTORS, INC. (CRD#:7369) HOUSTON, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.