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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 | 2023-07-28 |
| FL | RA | APPROVED | 2021-08-24 |
Branch Locations
3109 W Martin L King Jr Boulevard 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 03/2021 | Present |
| My Life My Power | Miami | FL | 09/2019 | 03/2021 |
| Chq Boys And Girls Club | Chautauqua | NY | 06/2018 | 08/2018 |
| Saint Vincent Hospital | Erie | PA | 05/2017 | 06/2017 |
| Nova Southeastern University | Davie | FL | 09/2015 | 05/2019 |
| Chq Boys And Girls Club | Chautauqua | NY | 05/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
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