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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
3109 W Martin Luther 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Tampa | FL | 05/2016 | 11/2017 |
| The Prudential Insurance Company Of America | Tampa | FL | 07/2016 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota | FL | 02/2019 | 02/2022 |
| Schmidt's Deodorant | Sarasota | FL | 11/2017 | 02/2018 |
| Manatee County Government | Bradenton | FL | 02/2018 | 09/2018 |
| Capgemini | Bradenton | FL | 11/2018 | 02/2019 |
| Harvard Business School Online | Bradenton | FL | 10/2018 | 12/2018 |
| Ameriprise Financial Services, Llc | Bradenton | FL | 02/2022 | 07/2024 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 08/2024 | 05/2025 |
| Retirement Income Source Of Sw Florida Llc | Sarasota | FL | 08/2024 | 05/2025 |
| Retirement Income Source Of Sarasota Llc | Sarasota | FL | 08/2024 | 05/2025 |
| Unemployed | Palmetto | FL | 06/2025 | 07/2025 |
| Fisher Investments | Tampa | FL | 08/2025 | Present |
1. Military Officer Association of Sarasota - not investment related. Provide philanthropic community services and support the Military Officer Association of America. PO Box 1016, Sarasota, Florida 34230. 8/2025 - Present. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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