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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-12 |
Branch Locations
3109 W Dr. Martin Luther King Jr. Blvd Suite 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 | 02/2026 | Present |
| Vector Marketing | Jacksonville | FL | 05/2023 | 05/2024 |
| Fisher Investments | Plano | TX | 05/2025 | 08/2025 |
| Covenant Capital Advisors | Davenport | FL | 05/2024 | 09/2024 |
| Warner University | Lake Wales | FL | 08/2022 | 05/2024 |
| University Of South Florida | Tampa | FL | 08/2024 | 12/2025 |
| Oakleaf Highschool | Orange Park | FL | 08/2018 | 08/2020 |
| Bishop Synder High School | Jacksonville | FL | 08/2020 | 05/2022 |
| Oakleaf Junior High School | Orange Park | FL | 01/2016 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
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