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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED_RES | 2025-08-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluerock Capital Markets Llc | Irvine | CA | 06/2015 | 09/2016 |
| Unemployed | Northville | MI | 09/2016 | 03/2017 |
| Terra Capital Markets Llc | New York City | NY | 03/2017 | 05/2018 |
| Unemployed | Canton | MI | 06/2018 | 08/2018 |
| Destra Capital Investments Llc | Canton | MI | 09/2018 | 02/2019 |
| Centaurus Financial, Inc. | Anaheim | CA | 01/2020 | 03/2021 |
| Pinnacle Wealth Management | Brighton | MI | 04/2019 | 12/2019 |
| Lpl Financial, Llc | Royal Oak | MI | 12/2019 | 04/2024 |
| Pnc Investments Llc | Brighton | MI | 04/2024 | 05/2024 |
| Pacific Oak Capital Markets, Llc | Costa Mesa | CA | 05/2024 | 06/2025 |
| Edward Jones | St. Louis | MO | 07/2025 | 07/2025 |
| Fisher Investments | Plano | TX | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-13 |
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