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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-05-19 |
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 | 03/2026 | Present |
| Actalent | Fort Lauderdale | FL | 05/2025 | 11/2025 |
| Educere | Remote | VA | 01/2025 | 04/2025 |
| James River Country Club | Newport News | VA | 05/2023 | 08/2023 |
| Christopher Newport University | Newport News | VA | 05/2022 | 08/2022 |
| Papa Johns | Sterling | VA | 03/2020 | 05/2020 |
| Valparaiso University | Valparaiso | IN | 08/2020 | 05/2021 |
| Boca Raton Flag Football | Boca Raton | FL | 09/2021 | 10/2021 |
| Christopher Newport University | Newport News | VA | 01/2021 | 05/2025 |
| Boca Raton Flag Football | Boca Raton | VA | 09/2025 | 10/2025 |
| Dominion High School | Sterling | VA | 08/2016 | 05/2020 |
| Golds Gym | Sterling | VA | 01/2020 | 03/2020 |
| Dominion Hish School | Sterling | VA | 08/2016 | 01/2020 |
| Chrsitopher Newport University | Newport News | VA | 08/2022 | 05/2023 |
| Christopher Newport University | Newport News | VA | 08/2023 | 01/2025 |
| Unemployed | Sterling | VA | 11/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
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