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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
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 |
|---|---|---|---|---|
| One Capital Management | Westlake Village | CA | 03/2024 | 07/2026 |
| Planmember Financial Corporation | Carpenteria | CA | 10/2023 | 02/2024 |
| Chase Bank | Los Osos | CA | 01/2022 | 09/2022 |
| Student - High School And University | Santa Maria | CA | 09/2014 | 07/2023 |
| Fisher Investments | Plano | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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