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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 07/2024 | Present |
| Fisher Investments | Plano | TX | 03/2022 | 07/2024 |
| Nextera Energy | Springerville | AZ | 07/2021 | 11/2021 |
| Full Time Education | Lubbock | TX | 02/2021 | 07/2021 |
| Eserv Inc. | Dallas | TX | 11/2017 | 01/2021 |
| Cristina's Mexican Restaurant | North Richland Hills | TX | 08/2016 | 08/2017 |
| Unemployed | Plano | TX | 11/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-19 |
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