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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
3109 W Dr. Martin Luther King Jr. Blvd Ste 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 |
|---|---|---|---|---|
| Actalent | Kalamazoo | MI | 06/2021 | 07/2021 |
| Moracz Private Schools | Warsaw | 09/2021 | 08/2022 | |
| Sollers Consulting | Warsaw | 09/2022 | 08/2023 | |
| Fisher Investments | Tampa | FL | 04/2024 | 04/2026 |
| Fisher Investments | Tampa | FL | 04/2026 | Present |
| Unemployed | Saint Joseph | MI | 09/2023 | 03/2024 |
| Point O' Woods Golf And Country Club | Benton Harbor | MI | 05/2011 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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