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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-11 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tempe | AZ | 08/2024 | 10/2025 |
| People Incorporated | Eagan | MN | 06/2021 | 10/2021 |
| Hy-Vee Inc | Mankato | MN | 11/2019 | 05/2021 |
| Miller Insulation | Fargo | ND | 05/2018 | 08/2019 |
| Unemployed | Saint James | MN | 08/2014 | 04/2018 |
| Unemployed | Mankato | MN | 09/2019 | 10/2019 |
| People Incorporated | Eagan | MN | 11/2021 | 07/2024 |
| U.S. Bancorp Investments, Inc. | Hopkins | MN | 11/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Hopkins | MN | 02/2026 | 07/2026 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-22 |
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