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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-10 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093 • 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 |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 05/2014 | 06/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn | NY | 06/2017 | 07/2021 |
| Bank Of America, N.A. | Brooklyn | NY | 06/2017 | 07/2021 |
| Fisher Investments | Plano | TX | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-05 |
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