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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Plano | TX | 07/2019 | 08/2021 |
| James Avery | Denton | TX | 04/2019 | 06/2019 |
| Entro Usa | Dallas | TX | 03/2019 | 03/2019 |
| Entro Usa | Dallas | TX | 06/2019 | 06/2019 |
| Nike, Inc. | Fort Worth | TX | 02/2019 | 02/2019 |
| Doordash Inc. | Denton | TX | 10/2018 | 01/2022 |
| Unemployed | Denton | TX | 09/2018 | 09/2018 |
| Pier 1 Imports | Fort Worth | TX | 05/2018 | 08/2018 |
| Unemployed | Denton | TX | 04/2018 | 04/2018 |
| Apple | Southlake | TX | 11/2016 | 03/2018 |
| Banana Republic | Southlake | TX | 01/2016 | 11/2016 |
| Fisher Investments | Plano | TX | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-18 |
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