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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-22 |
| TX | RA | APPROVED | 2025-07-17 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2021 | 06/2025 |
| Eastman Credit Union | Kingsport | TN | 03/2016 | 02/2021 |
| Fisher Investments | Tampa | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-08 |
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