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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| FL | RA | APPROVED | 2020-09-21 |
Branch Locations
3109 W Dr. Martin Luther King Boulevard, 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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2016 | 09/2020 |
| Fisher Investments | Tampa | FL | 09/2020 | Present |
Amazon flex; not investment related; 6384 Harney Rd, Tampa, FL 33610; Delivering packages for Amazon on the weekends; Driving as a gig worker for Amazon Flex delivering packages; start date 03/28/2026; 12 hours weekly on the weekend. Uber; not investment related; using uber to make deliveries like uber eats; start date 03/28/2026; 12 hours weekly on the weekend.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-04 |
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