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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-18 |
| OH | RA | APPROVED | 2018-05-08 |
Branch Locations
Westerville, OH • 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 |
|---|---|---|---|---|
| Tiaa | Columbus | OH | 07/2014 | 04/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Columbus | OH | 07/2014 | 04/2018 |
| Fisher Investments | Camas | WA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-21 |
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