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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-08 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 03/2015 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Fisher Investments | Plano | TX | 10/2019 | 07/2024 |
| Fisher Retirement Solutions Llc | Plano | TX | 07/2024 | Present |
?Name of the other business: CUPS, JARS & VESSELS ?Investment-related? NO ?Address of the other business: PO BOX 294252 LEWISVILLE, TX 75029 ?Nature of the other business: CUPS, JARS & VESSELS IS A NON-PROFIT ORGANIZATION THAT PROVIES FINANCIAL LITERACY FOR WORKING ADULTS ?Position, title, or relationship with the other business: VOLUNTEER ?Start date of your relationship: 01/16/20 ?Approximate number of hours/month you devote to the other business: 1-5 ?Number of hours you devote to the other business during securities trading hours: 0 ?Duties relating to the other business: FINANCIAL LITERACY WORKSHOP ON PLANNING, SPENDING, AND BUDGETING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-08 |
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