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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2025-12-03 |
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 | 08/2023 | Present |
| Elite Lending Group | Houston | TX | 03/2021 | 08/2023 |
| H-E-B | Houston | TX | 10/2019 | 03/2021 |
| Issues And Answers | San Marcos | TX | 09/2018 | 10/2019 |
| Ivars River Pub | San Marcos | TX | 11/2017 | 09/2018 |
| Full Time Education | Eurkea | MT | 06/2015 | 09/2016 |
| Full Time Education | Tilton | NH | 09/2016 | 06/2017 |
| Full Time Education | Houston | TX | 06/2017 | 11/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
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