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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| T. Rowe Price | Colorado Springs | CO | 09/2014 | 04/2018 |
| Cfa Studies | Colorado Springs | CO | 04/2018 | 08/2018 |
| I.M. Wealth Care, Llc | Colorado Springs | CO | 09/2018 | 10/2018 |
| T. Rowe Price | Colorado Springs | CO | 11/2018 | 03/2020 |
| Fisher Investments | Camas | WA | 04/2020 | 07/2020 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2021 | 10/2021 |
| Cfa Studies | Colorado Springs | CO | 08/2020 | 12/2020 |
| St. Joseph'S University | Philadelphia | PA | 08/2016 | 12/2017 |
| Jp Wealth Management Llc | Colorado Springs | CO | 10/2021 | 07/2022 |
| Origin Financial | San Francisco | CA | 04/2022 | 06/2022 |
| 3D/L Capital Management, Llc | Hartford | CT | 07/2022 | 11/2023 |
| Innovation Partners Llc | Charlotte | CO | 10/2023 | 01/2024 |
| Ip Financial Advisory Services Llc | Charlotte | NC | 10/2023 | 01/2024 |
| Freedom Investment Management | Colorado Springs | CO | 11/2023 | 01/2024 |
| T. Rowe Price | Colorado Springs | CO | 02/2024 | 05/2026 |
| Fisher Investments | Plano | TX | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-11 |
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