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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Standard Cuisine And Cocktails | Boca Raton | FL | 10/2020 | 08/2022 |
| Sands Harbor Resort And Marina | Pompano Beach | FL | 09/2019 | 10/2020 |
| Lifetime Athletic | Boca Raton | FL | 05/2018 | 09/2019 |
| Vitamin World | Boca Raton | FL | 08/2017 | 01/2018 |
| Unemployed | Titusville | FL | 04/2011 | 08/2017 |
| Unemployed | Boca Raton | FL | 01/2018 | 05/2018 |
| Valic Financial Advisors, Inc. | Boca Raton | FL | 08/2021 | 09/2021 |
| Florida Financial Advisors | Tampa | FL | 10/2022 | 03/2024 |
| Rusty Pelican | Tampa | FL | 12/2022 | 03/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 10/2023 | 03/2024 |
| Fisher Investments | Tampa | FL | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-20 |
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