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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-18 |
Branch Locations
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 | 04/2026 | Present |
| Odingard Capital Management | Tulsa | OK | 09/2024 | 03/2026 |
| University Of Oklahoma | Norman | OK | 06/2018 | 08/2024 |
| Union Highschool | Tulsa | OK | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-19 |
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