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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-03-17 |
| TX | RA | APPROVED_RES | 2025-03-15 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Bb&T Securities | Winchester | VA | 01/2015 | 03/2018 |
| United Brokerage Services | Winchester | VA | 03/2018 | 01/2020 |
| Edward Jones | Saint Louis | MO | 01/2020 | 05/2023 |
| The Prudential Insurance Company Of America | Vienna | VA | 09/2023 | 12/2023 |
| Pruco Securities Llc | Vienna | VA | 09/2023 | 12/2023 |
| Unemployed | Winchester | VA | 05/2023 | 09/2023 |
| Fisher Investments | Camas | WA | 03/2025 | Present |
| Unemployed | Winchester | 12/2023 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-05 |
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