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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
3109 W 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 | 01/2023 | Present |
| Mariner Finance | Plant City | FL | 05/2021 | 12/2022 |
| Pet Supply United | Lakeland | FL | 05/2020 | 04/2021 |
| Lakeland City Baseball | Lakeland | FL | 09/2013 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-11 |
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