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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nexbank Securities, Inc. | Dallas | TX | 07/2014 | 01/2018 |
| Adp Broker Dealer Inc. | Dallas | TX | 04/2018 | 11/2019 |
| Adp Llc | Dallas | TX | 04/2018 | 11/2019 |
| Fisher Investments | Plano | TX | 11/2019 | 07/2024 |
| Fisher Retirement Solutions Llc | Plano | TX | 07/2024 | Present |
name of the other business; WTY LLC whether the business is investment-related; NO; address of the other business; AUSTIN TX; nature of the other business; RENTAL PROPERTY; position; MANAGER; start date of your relationship;10/01/20; 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;0; your duties relating to the other business; MANAGING RENTAL PROPERTY; name of the other business; Tanased LLC whether the business is investment-related; NO; address of the other business; Dallas, TX; nature of the other business; Clothing Retail; position; MANAGER; start date of your relationship;3/01/22; 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;0; your duties relating to the other business; manage operations; the name of the other business; Pill Parcel LLC whether the business is investment-related; No the address of the other business; Dallas, TX the nature of the other business; Pharmacy your position; Managing Member title, or relationship with the other business; Member the start date of your relationship; 6/15/2024 the approximate number of hours/month you devote to the other business;10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; member of the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-10 |
| S66 | Uniform Combined State Law Examination | 2011-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-21 |
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