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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-17 |
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 |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management Llc | St. Petersburg | FL | 02/2026 | 07/2026 |
| Orangetheory | St. Petersburg | FL | 10/2025 | 02/2026 |
| Aflac | Columbia | SC | 05/2024 | 08/2025 |
| Pearlz | Columbia | SC | 05/2023 | 10/2023 |
| Doordash | St. Petersburg | FL | 08/2025 | 08/2025 |
| Code Ninjas | Burke | VA | 06/2020 | 08/2021 |
| Tru Orthodontics | Burke | VA | 09/2019 | 10/2019 |
| Chic-Fil-A | Burke | VA | 05/2019 | 08/2019 |
| University Of South Carolina | Columbia | SC | 08/2021 | 08/2025 |
| Lake Braddock Secondary School | Burke | VA | 09/2014 | 06/2021 |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 02/2026 | 07/2026 |
| Doordash | Burke | VA | 12/2021 | 01/2023 |
| Doordash | Columbia | SC | 12/2023 | 04/2025 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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