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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-19 |
| DC | RA | APPROVED | 2026-04-21 |
| FL | RA | APPROVED | 2022-04-26 |
| TX | RA | APPROVED | 2022-04-12 |
Branch Locations
Sevierville , TN • United States
Washington Dc, DC • 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 |
|---|---|---|---|---|
| Fs Investments | Orlando | FL | 09/2014 | 11/2016 |
| American Funds | San Antonio | TX | 01/2017 | 01/2018 |
| Unemployed | Orlando | FL | 12/2016 | 01/2017 |
| Preferred Capital Securities, Llc | Atlanta | GA | 01/2018 | 01/2022 |
| Fisher Investments | Tampa | FL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-27 |
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