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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED | 2025-05-28 |
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 |
|---|---|---|---|---|
| The Tutor Hour | Tavernier | FL | 11/2020 | 01/2023 |
| Laura Lambe Fitness | London | 07/2020 | 10/2020 | |
| Unemployed | Tavernier | FL | 05/2020 | 06/2020 |
| Discovery Reports Group | Hong Kong | 01/2020 | 04/2020 | |
| Florida Department Of Revenue | Tallahassee | FL | 01/2019 | 07/2019 |
| Florida State University | Tallahassee | FL | 08/2018 | 08/2019 |
| Copytalk Business Services | Tallahassee | FL | 03/2018 | 07/2018 |
| Florida State University | Tallahassee | FL | 06/2015 | 08/2019 |
| Unemployed | Tavernier | FL | 08/2019 | 01/2020 |
| Children With Hope For Development | Takeo | 05/2017 | 07/2017 | |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2021 | 04/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2022 | 04/2022 |
| Leong Financial | Honolulu | HI | 04/2022 | 05/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2022 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kailua Kona | HI | 05/2023 | 11/2024 |
| Bank Of America, N.A. | Kailua Kona | HI | 05/2023 | 11/2024 |
| Fisher Investments | Tampa | FL | 05/2025 | Present |
| Auwana Hawaii Llc | Kamuela | HI | 06/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-26 |
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