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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED_RES | 2026-01-14 |
Branch Locations
3109 W Martin L King Jr Blvd Ste 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 |
|---|---|---|---|---|
| American Century Investment Services Inc. | Kansas City | MO | 01/2016 | 05/2020 |
| Empower Retirement | Overland Park | KS | 06/2020 | 08/2020 |
| Creative Planning, Inc. | Overland Park | KS | 09/2020 | 04/2023 |
| Wise Wealth, Llc | Lee'S Summit | MO | 05/2023 | 10/2025 |
| Fisher Investments | Tampa | FL | 01/2026 | Present |
| Unemployed | Lee's Summit | MO | 11/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-01 |
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