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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED_RES | 2023-08-17 |
| CA | RA | APPROVED | 2017-12-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607-9911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 06/2015 | 07/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2015 | 07/2017 |
| Fisher Investments | San Mateo | CA | 09/2017 | Present |
RIDE/TRANSPORTATION SERVICES DBA NAME: LYFT; INVESTMENT RELATED: NO; ADDRESS: 2300 HARRISON ST, SAN FRANCISCO, CA 94110; NATURE OF OBA: TRANSPORTATION SERVICE; POSITION, TITLE, RELATIONSHIP: DRIVER; START DATE OF OBA: 02/2014; # HOURS/MONTH: 60 HRS/MONTHLY; # HOURS/MONTH DURING TRADING: 0 HRS/MONTHLY; DESCRIBE DUTIES: PROVIDE PICK-UP AND DELIVERY OF INDIVIDUALS TO AND FROM DESTINATIONS. RIDE/TRANSPORTATION SERVICES DBA NAME: DOORDASH; INVESTMENT RELATED: NO; ADDRESS: 901 Market Street Suite 600 San Francisco, CA 94103 NATURE OF OBA: TRANSPORTATION/FOOD DELIVERY SERVICE; POSITION, TITLE, RELATIONSHIP: DRIVER; START DATE OF OBA: 02/2014; # HOURS/MONTH: 11-20 HRS/MONTHLY; # HOURS/MONTH DURING TRADING: 0 HRS/MONTHLY; DESCRIBE DUTIES: PROVIDE PICK-UP AND DELIVERY OF FOOD TO AND FROM DESTINATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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