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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-04-27 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2025 | 04/2026 |
| Instacart | St. Petersburg | FL | 03/2023 | Present |
| Sharkey's Watersports | St. Pete Beach | FL | 05/2023 | 06/2025 |
| New Orleans Garden Center And Landscaping | New Orleans | LA | 05/2019 | 03/2023 |
| Rock N Roll Sushi | Baton Rouge | LA | 09/2021 | 12/2021 |
| Deanies Seafood | Metairie | LA | 09/2016 | 05/2017 |
| Brother Martin High School | New Orleans | LA | 08/2013 | 05/2018 |
| Louisiana State University | Baton Rouge | LA | 08/2018 | 12/2021 |
| Eric's Specialty Cleaners | Metairie | LA | 09/2017 | 06/2018 |
| Fisher Investments | Tampa | FL | 04/2026 | Present |
- Instacart: Not Investment Related. Seminole, FL 33776. Grocery delivery Services. Instacart Shopper. Individual Contractor. 03/2023. Hours: 0-4 hours /week (weekends mainly). Duties: shop at various stores and then deliver the groceries to the customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-09 |
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