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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-08-21 |
| TX | RA | APPROVED_RES | 2023-06-26 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Mayfield Heights | OH | 06/2020 | 08/2021 |
| Ohio State University | Columbus | OH | 01/2018 | 05/2020 |
| Romero Capital Llc | New York | NY | 06/2019 | 10/2019 |
| University Of Akron | Akron | OH | 06/2016 | 12/2017 |
| Self Employed | Burton | OH | 07/2015 | 05/2019 |
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 07/2020 | 08/2021 |
| Equitable Advisors, Llc | New York | NY | 09/2021 | 07/2022 |
| Fisher Investments | Camas | WA | 06/2023 | Present |
| Symmetry Financial Group | Swannanoa | NC | 07/2022 | 05/2023 |
N/A; No; Las Vegas, NV; Buying cars for car rental business; Providing cars; 9/11/23; 0; 0; Buying cars and sending them to a connection in Las Vegas to rent. Car rental market is robust. The connection I'm working with is building out and manages the Turo rentals for clients. The goal is to buy and send them a few cars to rent on turo. They will take a management fee and do everything. Little to no time required on my part as they handle all bookings, maintenance and repairs etc. They will list it on their turo platform. It's pretty simple and a nice way to earn a few bucks on the side without dedicating hardly any time to it.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-14 |
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