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Frisco, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 07/2021 | 03/2026 |
| Electronic Assembly Gmbh | Dallas | TX | 08/2019 | 06/2021 |
| Surveymonkey | New York | NY | 11/2018 | 07/2019 |
| Mckesson Corporation | Las Colinas | TX | 04/2016 | 07/2018 |
| Unemployed | Shell | WY | 07/2018 | 11/2018 |
| Blsh Wealth Management Llc | Frisco | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
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