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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
| TX | RA | APPROVED | 2026-06-08 |
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 |
|---|---|---|---|---|
| Nature Coast Financial | Crystal River | FL | 02/2024 | Present |
| Ava Italian Rstaurant | Tampa | FL | 01/2024 | Present |
| 717 South Restaurant | Tampa | FL | 03/2012 | 12/2023 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-08 |
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
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