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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-21 |
Branch Locations
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Greenville | SC | 08/2016 | 11/2017 |
| Clemson Center For Corporate Learning | Greenville | SC | 11/2017 | 05/2018 |
| Daimler Trucks North America | Fort Mill | SC | 06/2018 | 11/2018 |
| Unemployed | Fort Mill | SC | 12/2018 | 04/2019 |
| Brighthouse Financial | Charlotte | NC | 04/2019 | 10/2021 |
| Fisher Investments | Plano | TX | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-25 |
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