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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-15 |
| WA | RA | APPROVED | 2026-04-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5733 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Financial Group | Colorado Springs | CO | 09/2021 | 11/2023 |
| Northwestern Mutual | Colorado Springs | CO | 08/2021 | 09/2021 |
| Tgen | Phoenix | AZ | 08/2020 | 08/2021 |
| Brigham Young University-Idaho | Rexburg | ID | 01/2020 | 07/2020 |
| Blue Ridge Unified School District | Pinetop-Lakeside | AZ | 08/2019 | 10/2019 |
| Lake Of The Woods Resort | Lakeside | AZ | 08/2019 | 01/2020 |
| Brigham Young University-Idaho | Rexburg | ID | 01/2019 | 07/2019 |
| Church Of Jesus Christ Of Latter-Day Saints | Chiclayo | 12/2016 | 12/2018 | |
| Pinetop Lakes Country Club | Pinetop-Lakeside | AZ | 05/2016 | 11/2016 |
| Cetera Advisors | St Cloud | MN | 09/2021 | 11/2023 |
| T. Rowe Price | Colorado Springs | CO | 02/2024 | 03/2026 |
| Fisher Investments | Camas | WA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-05 |
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