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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
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 09/2025 | Present |
| Advanta Ira | Clearwater | FL | 04/2023 | 09/2025 |
| Slwm | Largo | FL | 03/2022 | 12/2022 |
| Trinity 12, Llc | Fenton | MO | 01/2020 | 03/2022 |
| Tillys | Springfield | MO | 08/2019 | 12/2019 |
| Missouri State University | Springfield | MO | 08/2016 | 12/2019 |
| Unemployed | Palm Harbor | FL | 12/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
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