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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-19 |
| TX | RA | APPROVED_RES | 2025-06-13 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| The Maher Law Firm | Winter Park | FL | 08/2014 | 01/2017 |
| Lighthouse Property Insurance | Orlando | FL | 01/2017 | 09/2018 |
| Destiny Wealth Partners | Winter Park | FL | 09/2018 | 11/2021 |
| Resources Investment Advisors, Llc | Overland Park | KS | 11/2021 | 02/2025 |
| Fisher Investments | Tampa | FL | 06/2025 | Present |
| Unemployed | Sanford | FL | 03/2025 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
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