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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
| TX | RA | APPROVED | 2024-11-01 |
Branch Locations
3109 W Martin L King Jr Blvd Ste 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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2022 | 08/2024 |
| Fisher Investments | Plano | TX | 08/2024 | Present |
| University Of New Hampshire | Durham | NH | 09/2018 | 06/2022 |
| Vinewood | Ipswich | MA | 06/2018 | 09/2018 |
| The Village | Essex | MA | 03/2017 | 04/2018 |
| 5 Corners | Ipswich | MA | 04/2014 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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