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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
501 Donne Ave, Saint Louis, MO 63130 • 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 |
|---|---|---|---|---|
| Rs Funds Distributor Llc | Villanova | PA | 06/2014 | 09/2016 |
| Victory Capital Services, Inc. | Saint Louis | MO | 09/2016 | 03/2026 |
| Fisher Investments | Plano | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-19 |
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