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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
3109 W Martin L King Jr. Blvd Suite 600, Tampa, FL 33607 • 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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 03/2021 | 10/2023 |
| University Of Cincinnati | Springboro | OH | 09/2020 | 09/2021 |
| The Entrepreneurs Center | Dayton | OH | 05/2020 | 08/2020 |
| Olympic Lawns | Franklin | OH | 06/2017 | 04/2020 |
| Wendys | Springboro | OH | 12/2015 | 05/2017 |
| Door Dash | Riverview | FL | 12/2019 | 12/2023 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2022 | 10/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 01/2024 | 04/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 02/2024 | 04/2024 |
| Fisher Investments | Tampa | FL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-27 |
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