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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Bank Of America, N.A | Jacksonville | FL | 08/2012 | 02/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2012 | 02/2022 |
| E*Trade Securities Llc | Tempe | AZ | 02/2022 | 09/2023 |
| E*Trade Capital Management Llc | Tempe | AZ | 02/2022 | 09/2023 |
| Morgan Stanley | Tempe | AZ | 09/2023 | 03/2025 |
| Fisher Investments | Plano | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-11 |
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