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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-14 |
| VA | RA | APPROVED | 2025-07-14 |
Branch Locations
13727 Noel Rdtower 2, Suite 1075, Dallas, TX 75240 • United States
4000 Legato Rd 8Th Floor, Fairfax, VA 22033 • United States
Prosper, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Frisco | TX | 05/2014 | 06/2022 |
| Unemployed | Propser | TX | 06/2022 | 11/2022 |
| Allworth Financial, L.P. | Folsom | CA | 12/2022 | 12/2024 |
| Unemployed | Prosper | TX | 01/2025 | 03/2025 |
| Camarda Wealth Advisory Group | Fleming Island | FL | 04/2025 | 06/2025 |
| Edelman Financial Engines | Santa Clara | CA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-06 |
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