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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 01/2019 | 07/2019 |
| The Results Companies | Provo | UT | 06/2017 | 01/2019 |
| Smart Home Pros | Provo | UT | 01/2017 | 07/2017 |
| Stockton 12 Honda | Sandy | UT | 10/2016 | 12/2016 |
| Doordash | San Francisco | CA | 10/2018 | 08/2021 |
| E*Trade Securities Llc | Sandy | UT | 07/2019 | 09/2019 |
| Snap Advances | West Valley City | UT | 09/2019 | 03/2020 |
| Utah Valley University | Orem | UT | 08/2016 | 12/2020 |
| Florida Financial Advisors | Tampa | FL | 01/2021 | 08/2021 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 01/2021 | 08/2021 |
| Fidelity Investments | Tampa | FL | 08/2021 | 09/2022 |
| Morgan Stanley | Temple Terrace | FL | 09/2022 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | 05/2026 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
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