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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| FL | RA | APPROVED | 2021-05-03 |
Branch Locations
3109 W Martin L King Jr Boulevard Suite 600, Tampa, FL 33607 • United States
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 |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 02/2011 | 07/2019 |
| J. Alexander'S Corp. | Tampa | FL | 01/2006 | 04/2020 |
| E*Trade Securities Llc | Temple Terrace | FL | 07/2019 | 01/2021 |
| E*Trade Capital Management, Llc | Temple Terrace | FL | 07/2019 | 01/2021 |
| Fisher Investments | Tampa | FL | 04/2021 | Present |
1. LME Dads Club 2. Investment Related: No 3. 2002 Pine Lake Dr Tampa, FL 33612 4. Charity 5. Officer 6. 08/10/2019 7. Hours devoted to business: 4 8. Hours devoted during Securities business: 0 9. I volunteer for various service projects throughout the year such as painting and food service. We also do numerous fund raising events such as donut sales, spaghetti dinners, and a charity golf tournament.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-19 |
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