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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fastenal | Plattsburgh | NY | 02/2024 | 05/2024 |
| Henry Kaufman Campgrounds | Orangeburg | NY | 06/2023 | 08/2023 |
| Henry Kaufman Campgrounds | Orangeburg | NY | 06/2022 | 08/2022 |
| Suny Plattsburgh | Plattsburgh | NY | 08/2020 | 05/2024 |
| Tappan Zee High School | Orangeburg | NY | 08/2016 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2024 | 05/2026 |
| Unemployed | Blauvelt | NY | 06/2024 | 09/2024 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-15 |
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