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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-07 |
| FL | RA | APPROVED | 2022-11-02 |
Branch Locations
3405 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of America Life Insurance Company | Tampa | FL | 04/2009 | 10/2022 |
| Mutual Of America Securities Corporation | Tampa | FL | 04/2009 | 10/2022 |
| Fisher Investments | Tampa | FL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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