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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-26 |
| FL | RA | APPROVED | 2021-09-23 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd 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 | 03/2019 | Present |
| Cp Student Properties | Ithaca | NY | 09/2016 | 02/2018 |
| Patria Investments | New York | NY | 06/2017 | 08/2017 |
| Cornell University | New York | NY | 08/2015 | 12/2018 |
| Unemployed | New York | NY | 01/2019 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-21 |
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