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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED_RES | 2026-05-20 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Willie's Locally Known | Lexington | KY | 11/2014 | 07/2018 |
| Ad-Ios | Nicholasville | KY | 08/2017 | 12/2017 |
| Jackson National | Franklin | TN | 08/2018 | 12/2020 |
| Weh Insurance | Lexington | KY | 01/2021 | 07/2023 |
| Magnate Advisory Services, Llc | Louisville | KY | 05/2025 | 05/2026 |
| Vision Wealth Insurance Services, Llc | Louisville | KY | 07/2023 | 10/2025 |
the name of the other business; rental property whether the business is investment-related; not investment related the address of the other business; Clearwater, FL the nature of the other business; rental property your position; owner title, or relationship with the other business; owner the start date of your relationship; 06/01/2023 the approximate number of hours/month you devote to the other business; 0 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-21 |
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