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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| CA | RA | APPROVED | 2020-04-27 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1450 Fashion Island Boulevard, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Woodside | CA | 06/2018 | 10/2018 |
| University Of Coloroda | Boulder | CO | 08/2017 | 06/2018 |
| Fti Consulting | Denver | CO | 05/2017 | 08/2017 |
| University Of Colorado | Boulder | CO | 08/2014 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 10/2018 | 03/2020 |
| Fisher Investments | San Mateo | CA | 04/2020 | Present |
1)Trinity Realty; Not Investment Related; 6779 Mission Street, Daly City, CA; I host open houses periodically for Trinity Realty. I do not excecute the transactions or recieve a commission for the house being sold - I receive compensation for the time I spend greeting guests and answering questions regarding the property. I do this as a favor for my father since he is very busy himself. Nothing is discussed regarding AXA, my affiliation, or any AXA products or services.; Start Date 11/01/2018; 10 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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