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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED | 2025-10-16 |
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 | 09/2025 | Present |
| Coral Gables Trust Company | Coral Gables | FL | 02/2024 | 09/2025 |
| Virtual Enterprises International | New York | NY | 06/2023 | 06/2024 |
| Amerant Bank | Miami | FL | 06/2022 | 06/2023 |
| Raw Juce | Pembroke Pines | FL | 09/2021 | 06/2022 |
| Fit 2 Run | Tampa | FL | 08/2020 | 07/2021 |
| Jefferson High School | Tampa | FL | 08/2017 | 05/2021 |
| Horzion Charter School | Tampa | FL | 08/2011 | 05/2017 |
Virtual Enterprises International No New York, NY 10023 Attend quarterly meetings, discuss volunteer opportunities, and brainstorm new ideas for student engagement. Southern Regional Council Member 06/01/2023 2 hrs/ quarterly 0 hrs/ during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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