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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-13 |
Branch Locations
3405 W Martin L King Jr. Blvd Suite 300, 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 08/2024 | 11/2025 |
| State Farm | Tempe | AZ | 06/2023 | 07/2024 |
| Fisher Investments | St. Petersburg | FL | 07/2022 | 05/2023 |
| Rush Bowls | Tucson | AZ | 06/2021 | 06/2022 |
| Jamba Juice Company | San Diego | CA | 12/2017 | 07/2018 |
| Unemployed | San Diego | CA | 08/2014 | 11/2017 |
| Student | Tucson | AZ | 08/2018 | 05/2021 |
| Fisher Investments | Tampa | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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