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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| WA | RA | APPROVED | 2024-12-10 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Scottrade, Inc. | Westminster | CO | 09/2014 | 03/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2018 | 10/2018 |
| Unemployed | Longmont | CO | 04/2018 | 08/2018 |
| Charles Schwab & Co., Inc | Lone Tree | CO | 01/2020 | 04/2023 |
| Charles Schwab And Co. Inc. | Lone Tree | CO | 10/2018 | 06/2019 |
| Endurance International Group | Loveland | CO | 06/2019 | 06/2019 |
| Amazon | Thornton | CO | 10/2019 | 12/2019 |
| Unemployed | Longmont | CO | 07/2019 | 09/2019 |
| Fisher Investments | Camas | WA | 10/2024 | Present |
| Kaplan International College | London | 05/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-15 |
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