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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-15 |
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 |
|---|---|---|---|---|
| River Hollow Farm | Perrysburg | OH | 05/2018 | 08/2024 |
| Blue Pacific Company | Perrysburg | OH | 06/2020 | 12/2024 |
| Unemployed | Perrysburg | OH | 01/2015 | 05/2018 |
| Western & Southern Life | Maumee | OH | 12/2024 | 05/2026 |
| W & S Brokerage Services, Inc | Maumee | OH | 01/2025 | 05/2025 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-13 |
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