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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Ste 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Tempe | AZ | 08/2022 | 08/2023 |
| Wells Fargo Bank, Na | Tempe | AZ | 08/2022 | 08/2023 |
| Williams Field High School | Gilbert | AZ | 07/2015 | 05/2019 |
| The Church Of Jesus Christ Of Latter-Day Saints | Reggio Calabria | 07/2019 | 01/2020 | |
| Arizona State University | Tempe | AZ | 08/2020 | Present |
| Arizona Grassroots Advocates Llc | Tempe | AZ | 01/2020 | 04/2020 |
| Nesco Resource | Tempe | AZ | 04/2020 | 08/2020 |
| Joseph A. Morris & Rps Financial Group | Gilbert | AZ | 05/2021 | 06/2022 |
| Two Men And A Truck | Tempe | AZ | 07/2022 | 08/2022 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2024 | 04/2025 |
| Bass Pro Shops | Mesa | AZ | 10/2023 | 01/2024 |
| Roam Safe Securities Llc | Mesa | AZ | 10/2024 | Present |
| Fisher Investments | Tampa | FL | 05/2025 | Present |
the name of the other business; Roam Safe Securities LLC whether the business is investment-related ; No the address of the other business; 761 16th Ave S Saint Petersburg, FL 33701 the nature of the other business; Retail your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 11/2024 the approximate number of hours/month you devote to the other business; 4 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Goal is to create a portable security systems for individuals staying at hotels or AirBnBs. It is a passion project of mine.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
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