Justin R Katz

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-06-20
TX	RA	APPROVED_RES	2022-03-07
OR	RA	APPROVED	2018-01-23
WA	RA	APPROVED	2010-11-12

Branch Locations

Vancouver, WA • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Fisher Investments	Chicago	IL	10/2010	Present

2010-01-11 → 2011-02-04

Lpl Financial Llc

Aventura, FL
2009-09-18 → 2009-11-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Plantation, FL
2009-07-20 → 2009-09-14

Asset & Financial Planning, Ltd

Aventura, FL
2008-09-16 → 2009-04-03

Banc Of America Investment Services, Inc.

Fort Lauderdale, FL
2008-02-05 → 2008-09-15

Countrywide Investment Services, Inc.

Miami, FL

Fort Lauderdale, FL
2005-09-30 → 2007-06-14

Ameriprise Financial Services, Llc

Plantation, FL

Ft Lauderdale, FL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-09-28
S63	Uniform Securities Agent State Law Examination	2005-09-19