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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Charlotte | NC | 03/2025 | 03/2026 |
| Dominos Pizza | Charlotte | NC | 02/2019 | 12/2020 |
| Village Inn Pizza | Boone | NC | 08/2021 | 03/2022 |
| Appalachian State University | Boone | NC | 08/2022 | 05/2024 |
| Bankers Life Insurance | Charlotte | NC | 05/2024 | 10/2024 |
| Weddington High School | Weddington | NC | 08/2017 | 05/2021 |
| Unemployed | Matthews | NC | 05/2016 | 02/2019 |
| Unemployed | Matthews | NC | 10/2024 | 03/2025 |
| Unemployed | Boone | NC | 03/2022 | 08/2022 |
| Trinity Wealth Securities, Llc | Charlotte | NC | 08/2025 | 03/2026 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
Corpus AI LLC. Not Invested related. Tallahasse, FL 32301. Nature of business: Consulting. Start date: 1/1/2026. Position: Member. Title: Member. Hours per month: 25. Hours per month trading: 0. Duties: Member of LLC, mostly marketing, prospecting, and case study duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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