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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-15 |
Branch Locations
3109 W Dr. Martin Luther 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 |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 04/2025 | 02/2026 |
| Outback Steakhouse | Baton Rouge | LA | 03/2023 | 05/2023 |
| Utiliquest | Dover | DE | 07/2020 | 07/2021 |
| Harrington Raceway & Casino | Harrington | DE | 06/2024 | 08/2024 |
| Daffin Agiculture | Hillsboro | MD | 03/2018 | 06/2020 |
| Lexus Sheehy Of Annapolis | Annapolis | MD | 07/2017 | 03/2018 |
| Unemployed | Greensboro Md | MD | 08/2024 | 03/2025 |
| Unemployed | Greensboro | MD | 05/2023 | 06/2024 |
| Unemployed | Greensboro | MD | 07/2021 | 03/2023 |
| Unemployed | Greensboro | MD | 01/2015 | 07/2017 |
| Fisher Investments | Tampa | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
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