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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-29 |
| CA | RA | APPROVED | 2026-01-28 |
| NE | RA | APPROVED | 2026-01-28 |
| OK | RA | APPROVED | 2026-01-28 |
| SC | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-27 |
| WA | RA | APPROVED | 2026-01-27 |
Branch Locations
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 07/2017 | 10/2024 |
| Portland State University | Portland | OR | 09/2015 | 06/2017 |
| Pcm Encore, Llc | Bellevue | WA | 10/2024 | 12/2025 |
| Digital Wealth Partners, Llc | Dallas | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-25 |
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