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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-16 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2019 | 04/2020 |
| University Behavioral Health | Denton | TX | 03/2019 | 08/2019 |
| Regal Pools | Denton | TX | 07/2016 | 02/2019 |
| University Of North Texas | Denton | TX | 08/2015 | 05/2019 |
| Fidelity Brokerage Services Llc | Westlake | TX | 05/2020 | 03/2022 |
| Fisher Investments | Plano | TX | 05/2022 | 07/2024 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-16 |
| S66 | Uniform Combined State Law Examination | 2020-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-08 |
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