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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W 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 |
|---|---|---|---|---|
| American National Bank & Trust | Wichita Falls | TX | 12/2023 | 04/2025 |
| Walmart | Wichita Falls | TX | 05/2023 | 12/2023 |
| Cx Institutional | Plano | TX | 04/2025 | 04/2026 |
| Burkburnett High School | Burkburnett | TX | 01/2015 | 05/2018 |
| Vernon Junior College | Vernon | TX | 05/2018 | 05/2019 |
| Spoon River Junior College | Canton | IL | 05/2019 | 05/2020 |
| Northwood University | Midland | MI | 05/2020 | 05/2021 |
| Olivet Nazarene University | Bourbannais | IL | 05/2021 | 05/2023 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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