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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-21 |
| FL | RA | APPROVED | 2022-02-02 |
Branch Locations
3109 W Dr. Martin Luther 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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 06/2020 | 12/2020 |
| Mercedes Benz Of Tampa | Tampa | FL | 11/2018 | 10/2019 |
| University Of Tampa | Tampa | FL | 01/2017 | 05/2020 |
| The Boathouse | Richmond | VA | 05/2018 | 07/2018 |
| Northern Virginia Community College | Annandale | VA | 08/2016 | 12/2016 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 06/2020 | 12/2020 |
| Fisher Investments | Tampa | FL | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-15 |
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