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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2025-07-18 |
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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 09/2022 | Present |
| Carrabba's Italian Grill | Orlando | FL | 02/2022 | 09/2022 |
| Marco Self Storage | Marco Island | FL | 01/2017 | 01/2021 |
| Marco Self Storage | Marco Island | FL | 01/2014 | 12/2016 |
| The Oyster Society | Marco Island | FL | 09/2017 | 01/2021 |
| Davinci Ristorante | Marco Island | FL | 05/2008 | 09/2017 |
| Fairwinds Credit Union | Orlando | FL | 05/2022 | 08/2022 |
| Lmc Ventures Corp. | Marco Island | FL | 02/2019 | Present |
the name of the other business: LMC Ventures Corp. whether the business is investment-related: No, not investment related. the address of the other business:256 2nd Ave Marco Island FL 34145 the nature of the other business: Property Management your position: President title, or relationship with the other business: President - Minority part owner. the start date of your relationship: 02/07/2019 the approximate number of hours/month you devote to the other business: 4 hours per month. the number of hours you devote to the other business during securities trading hours: None. and briefly describe your duties relating to the other business: I help my sister with any questions that she might have about any aspects of the property management company. I also help with keeping track of the expenses of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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