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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-04 |
Branch Locations
6500 International Parkway Suite 2050, Plano, TX 75093 • 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 |
|---|---|---|---|---|
| 1St Global Capital Corp. | Dallas | TX | 01/2011 | 09/2017 |
| 1St Global Advisors Inc | Dallas | TX | 02/2011 | 09/2017 |
| Lpl Financial, Llc | Plano | TX | 10/2017 | 11/2018 |
| Level Four Advisory Services | Plano | TX | 11/2017 | 10/2018 |
| Fisher Investments | Plano | TX | 12/2018 | Present |
Digital Consultants, LLC; Address: N/A. IT consulting services, specializing in internet-of-things (IOT), network design, hosting, and web3 technologies; Managing Member; 5/14/21; 1 - 5 hrs per month; All tax and accounting work for the LLC entity. Performing consulting jobs for hire or outsourcing work to vendors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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