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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
3109 W Dr. Martin Luther King Jr. Blvd Suite 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 Investment | Tampa | FL | 03/2025 | Present |
| Mercedes Benz Of Tampa / Asbury Automotive | Tampa | FL | 08/2021 | 05/2024 |
| Coastlyco | Tampa | FL | 05/2024 | 03/2025 |
| Southstate Bank | Tampa | FL | 05/2021 | 08/2021 |
| University Of Tampa | Tampa | FL | 08/2017 | 05/2021 |
| Knapps Landing | Stratford | CT | 04/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-08 |
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