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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-05-15 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 12/2024 | 03/2026 |
| Deutsche Bank | Jacksonville | FL | 05/2024 | 08/2024 |
| City National Bank Of Florida | Orlando | FL | 05/2023 | 08/2023 |
| Ocps, Valencia College, University Of Tampa | Orlando | FL | 08/2006 | 12/2024 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
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