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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED_RES | 2024-12-19 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 10/2020 | 10/2022 |
| Victoria's Secret | Columbus | OH | 12/2018 | 07/2019 |
| The Ohio State University | Columbus | OH | 08/2015 | 05/2020 |
| Unemployed | Blacklick | OH | 06/2020 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 10/2022 | 09/2024 |
| Fisher Investments | Tampa | FL | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-17 |
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