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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
6500 International Pkwy Suite 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Radnor | PA | 06/2018 | 01/2019 |
| Student | York And Chester | PA | 06/2008 | 05/2018 |
| Fisher Investments | Plano | TX | 12/2021 | Present |
| N/A | King Of Prussia | PA | 02/2019 | 07/2019 |
| Randstad Staffing | Malvern | PA | 07/2019 | 03/2020 |
| Student | Washington | DC | 03/2020 | 05/2020 |
| N/A | King Of Prussia | PA | 05/2020 | 09/2021 |
| Guidewell Pro Unlimited Inc | Jacksonville | FL | 09/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
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