Cyrus Eftekhari

INVESCO DISTRIBUTORS

Dallas, TX 75201

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CRD#: 5962518

Professional summary

Cyrus Eftekhari is a registered financial professional currently at INVESCO DISTRIBUTORS, INC. located in Dallas, Texas.

Cyrus is registered as a RR (Registered Representative) and started their career in finance in 2012. Cyrus has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 6, 2025 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 2300 N. Field St. Suite 1200, Dallas, TX 75201

CRD#: 7369

Dallas, TX

Past

April 8, 2021 - May 20, 2024

ASHFORD SECURITIES LLC

CRD#: 305330

DALLAS, TX

Past

April 10, 2017 - April 5, 2021

NEXPOINT SECURITIES, INC.

CRD#: 165013

DALLAS, TX

Past

April 10, 2017 - April 6, 2021

NEXBANK SECURITIES INC

CRD#: 133267

DALLAS, TX

Past

May 19, 2015 - April 5, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Irving, TX

Past

May 9, 2012 - May 15, 2015

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

ADDISON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(8/7/2025)

Texas
(8/6/2025)

Exams

State Security Law Exam

Series 63

Date: 6/4/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 3/30/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INVESCO DISTRIBUTORS, INC.

CRD#: 7369 / SEC#: , 8-21323

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

11 Greenway Plaza Suite 1000, Houston, TX 77046-1173

Mailing Address

11 Greenway Plaza Suite 1000, Houston, TX 77046-1173

Phone number

(713) 214-1919

Established

Delaware since 11/18/1976

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
INVESCO ADVISERS, INC.	DIRECT OWNER
GREGSON, MARK WILLIAM	CHIEF FINANCIAL OFFICER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATING OFFICER/FINOP	2630230
HANCOCK, TRISHA BELL	CHIEF COMPLIANCE OFFICER	4373744
HARRIS, JERRY CLINTON II	DIRECTOR	3275064
KRAMER, BRIAN KEITH	DIRECTOR	4132102
MCDONOUGH, JOHN CARLIN	PRESIDENT/CEO/DIRECTOR	2363299
WISDOM, CRISSIE MCMENNAMY	ANTI-MONEY LAUNDERING COMPLIANCE OFFICER	2793857

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Cyrus Eftekhari

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Cyrus Eftekhari's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASHFORD SECURITIES LLC

NEXPOINT SECURITIES, INC.

NEXBANK SECURITIES INC

AVANTAX INVESTMENT SERVICES, INC.

PROVASI CAPITAL PARTNERS LP

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/2012

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2012

Series 14

Date: 1/2/2023

Series 24

Date: 3/30/2015

FINRA

Current Firm

INVESCO DISTRIBUTORS, INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INVESCO DISTRIBUTORS, INC.

TRUST BUT VERIFY

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