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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade | Palo Alto | CA | 06/2020 | 08/2021 |
| U.S. Bank | Charlotte | NC | 08/2019 | 06/2020 |
| Unemployed | Myrtle Beach | SC | 02/2018 | 08/2019 |
| 1 Hotels | Brooklyn | NY | 02/2017 | 02/2018 |
| 1 Hotels | Miami | FL | 03/2015 | 02/2017 |
| E*Trade | Menlo Park | CA | 08/2021 | 12/2022 |
| Morgan Stanley | Menlo Park | CA | 01/2023 | 01/2024 |
| Unemployed | Lutsk | 01/2024 | 05/2025 | |
| Fidelity Investments | Burlingame | CA | 05/2025 | 02/2026 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Unemployed | San Mateo | CA | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-02 |
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