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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-09 |
| TX | RA | APPROVED_RES | 2022-04-22 |
Branch Locations
3109 W Martin L King Jr Blvd Suite 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 |
|---|---|---|---|---|
| Mcadam | Philadelphia | PA | 05/2018 | 12/2020 |
| Keybank | Plymouth Meeting | PA | 05/2017 | 10/2017 |
| Limekiln Golf Course | Limekiln | PA | 05/2016 | 10/2016 |
| Pennsylvania State | State College | PA | 08/2014 | 05/2018 |
| Fisher Investments | Tampa | FL | 04/2022 | Present |
| Singer Financial Corp | Philadelphia | PA | 01/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-20 |
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