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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 03/2018 | 11/2018 |
| Bear Ventures | Richardson | TX | 08/2017 | 01/2018 |
| Southeastern Freight Lines | Dallas | TX | 01/2016 | 08/2017 |
| Personal Capital | Dallas | TX | 12/2018 | 06/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 08/2023 |
| Unemployed | Plano | TX | 09/2023 | 02/2024 |
| Ribbon Technologies | Dallas | TX | 03/2024 | 04/2024 |
| Edelman Financial Engines | Santa Clara | CA | 09/2024 | 11/2025 |
| Unemployed | Dallas | TX | 05/2024 | 08/2024 |
| Unemployed | Dallas | TX | 07/2021 | 07/2021 |
| Edelman Financial Engines | Santa Clara | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-18 |
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