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400 Sterling Drive, Orchard Park, NY 14127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-08-07 |
Branch Locations
400 Sterling Drive, Orchard Park, NY 14127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 11/2015 | 06/2022 |
| Texas Capital Bank Private Wealth Advisors | Plano | TX | 06/2022 | 09/2024 |
| Texas Capital Bank | Plano | TX | 06/2022 | 09/2024 |
| Compound Planning | New York | NY | 11/2024 | Present |
IMAGOANSA; NON-INVESTMENT RELATED; BUYING AND SELLING USED THINGS ON MARKETPLACE/EBAY; OWNER; 4HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-24 |
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