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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| WA | RA | APPROVED | 2026-06-15 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Private Wealth Advisors, Llc | Salem | OR | 07/2025 | 05/2026 |
| Dartmouth College | Hanover | NH | 09/2021 | 06/2025 |
| Pollard Family | Grantham | NH | 08/2024 | 06/2025 |
| True Private Wealth Advisors | Mcminnville | OR | 06/2024 | 09/2024 |
| Dartmouth Institutional Diversity & Equity | Hanover | NH | 10/2023 | 06/2024 |
| City Of Carlton | Carlton | OR | 06/2021 | 09/2023 |
| Great Northwest Insurance Brokers | Mcminnville | OR | 06/2021 | 09/2022 |
| Yamhill Carlton High School | Yamhill | OR | 09/2017 | 06/2021 |
| Yamhill Carlton Intermediate School | Yamhill | OR | 09/2013 | 06/2017 |
| Fisher Investments | Camas | WA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-27 |
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