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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-22 |
| FL | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
4221 W Boy Scout Blvd Suite 190, Tampa, FL 33607 • United States
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Capital | Denver | CO | 01/2019 | 07/2020 |
| Personal Capital | Denver | CO | 07/2020 | 03/2022 |
| Fisher Investments | Tampa | FL | 05/2022 | 05/2025 |
| Edelman Financial Engines | Santa Clara | CA | 05/2025 | Present |
| University Of Colorado | Boulder | CO | 08/2012 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-31 |
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