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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 | 2023-08-07 |
| FL | RA | APPROVED | 2021-06-29 |
Branch Locations
3109 W Dr. Martin Luther King Boulevard, 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 01/2021 | Present |
| Allegiance Moving And Storage | Lake Worth | FL | 02/2019 | 08/2020 |
| Davis Gainesville Kia/ Acura | Gainesville | FL | 02/2016 | 05/2017 |
| Unemployed | Gainesvillle | FL | 06/2017 | 01/2019 |
| Unemployed | Tampa | FL | 09/2020 | 01/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-10 |
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