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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-18 |
| TX | RA | APPROVED | 2024-10-18 |
| WA | RA | APPROVED | 2024-10-18 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 04/2021 | 07/2022 |
| Univeristy Of Virginia | Charlottesville | VA | 08/2017 | 05/2021 |
| Societe Generale | New York City | NY | 06/2020 | 08/2020 |
| Cetera Investors | Renton | WA | 06/2019 | 08/2019 |
| Concordis Llc | Seattle | WA | 06/2018 | 08/2018 |
| Unemployed | Seattle | WA | 05/2017 | 08/2017 |
| Roosevelt Highschool | Seattle | WA | 08/2013 | 05/2017 |
| Office Depot | Seattle | WA | 11/2015 | 12/2016 |
| Community Fitness 2 Inc. | Seattle | WA | 12/2018 | 07/2019 |
| Fidelity Investments | Portland | OR | 09/2022 | 09/2024 |
| Fisher Investments | Camas | WA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-22 |
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