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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
| TN | RA | APPROVED | 2026-08-11 |
| TX | RA | APPROVED_RES | 2023-09-18 |
| MI | RA | APPROVED | 2017-06-29 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Sarasota, FL • United States
Nashville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rj Saline Inc | Portage | MI | 01/2011 | Present |
| Fisher Investments | Plano | TX | 06/2016 | Present |
OUTSIDE BUSINESS ACTIVITY #1 NAME OF ORGANIZATION - WESTERN LAND SERVICES POSITION OR TITLE - LESSOR ADDRESS - 13977 S 36TH ST, VICKSBURG, MI 49097 DUTIES - THIS IS FOR A PROPOSED OIL & GAS LEASE ON PERSONAL PROPERTY I OWN. THE COMPANY IS PAYING AN INITIAL FEE TO ME TO LEASE THE LAND AND IF THERE IS OIL/GAS THEY WILL CONTINUE PAYMENT ONGOING FOR THE LEASE. I AM THE LESSOR. TIME DEVOTED - 0% NOT INVESTMENT RELATED NONE-PERSONAL (LANDLORD), 215 W MICHIGAN AVE, MARSHALL MI 49068, NON INVESTMENT RELATED, LANDLORD, NO DUTIES, 1% OUTSIDE BUSINESS ACTIVITY #2 RENTAL PROPERTY, 215 W MICHIGAN AVE MARSHALL MI 49068, NOT INVESTMENT RELATED, 1% OF TIME DEVOTED, OWNER. OUTSIDE BUSINESS ACTIVITY #3 ?Name of the other business: TO BE DETERMINED LLC ?Investment-related? NO ?Address of the other business: 3059 WOODHAMS AVENUE, PORTAGE MI 49002 ?Nature of the other business: LLC RENTAL PROPERTY INVESTMENT, MYSELF AND SPOUSE ARE IN PROCESS TO PURCHASE A CONDO TO RENT ?Position, title, or relationship with the other business: VICE PRESIDENT ?Start date of your relationship: 07/01/2020 ?Approximate number of hours/month you devote to the other business: 1-5 ?Number of hours you devote to the other business during securities trading hours: 1-5 ?Duties relating to the other business: PART OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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