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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED | 2026-04-21 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Ft. Lauderdale | FL | 07/2025 | 01/2026 |
| The Dime Bank | Dingmans Ferry, Pa | PA | 06/2023 | 05/2025 |
| Ace Landscaping | Dingmans Ferry | PA | 06/2021 | 08/2022 |
| Bloomsburg/Commonwealth University | Bloomsburg | PA | 08/2021 | 06/2025 |
| Cresci Construction | Dingmans Ferry | PA | 06/2020 | 09/2020 |
| Delaware Valley High School | Milford | PA | 08/2017 | 06/2021 |
| Dingman Delaware Middle School | Dingmans Ferry | PA | 08/2013 | 06/2017 |
| Fisher Investments | Tampa | FL | 02/2026 | Present |
o Florida Financial Advisors. Investment Related. Ft. Lauderdale, FL 33309. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance. Not Investment Related. Ft. Lauderdale, FL 33309.Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-18 |
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