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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-08-16 |
| TX | RA | APPROVED | 2024-08-15 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 05/2020 | 11/2020 |
| Renaissance Financial | Phoenix | AZ | 08/2020 | 12/2020 |
| Full-Time Student | Tucson | AZ | 08/2008 | 08/2020 |
| Form Prosperity Wealth Advisors, Llc | Chandler | AZ | 07/2021 | 02/2022 |
| Form Prosperity Wealth Advisors, Llc | Chandler | AZ | 06/2021 | 02/2022 |
| Cruise | Phoenix | AZ | 02/2021 | 06/2021 |
| Unemployed | Phoenix | AZ | 12/2020 | 01/2021 |
| University Of Arizona | Tucson | AZ | 08/2015 | 08/2020 |
| Embark Wealth Management | Tempe | AZ | 02/2022 | 10/2022 |
| Embark Wealth Management | Tempe | AZ | 02/2022 | 10/2022 |
| Morgan Stanley | Gilbert | AZ | 10/2022 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 05/2023 | 06/2024 |
| Bank Of America, N.A. | Phoenix | AZ | 06/2023 | 06/2024 |
| Fisher Investments | Camas | WA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-17 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-22 |
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