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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-09 |
Branch Locations
222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684 • United States
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 03/2018 | 10/2020 |
| Unemployed | Portland | OR | 04/2016 | 04/2017 |
| Deschutes Investment Consulting | Portland | OR | 04/2017 | 11/2017 |
| Dick Hannah Motor Group | Vancouver | WA | 11/2017 | 03/2018 |
| Fisher Investments | Camas | WA | 04/2021 | 07/2024 |
| Unemployed | Happy Valley | OR | 11/2020 | 03/2021 |
| Fisher Retirement Solutions Llc | Vancouver | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-16 |
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