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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 12/2018 | 11/2021 |
| Unemployed | Fort Worth | TX | 07/2018 | 11/2018 |
| Bank Of America | Fort Worth | TX | 05/2017 | 06/2018 |
| Bank Of America | Fort Worth | TX | 09/2013 | 05/2017 |
| Fisher Investments | Plano | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-08 |
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