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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
Branch Locations
640 Taylor Street Suite 1200, Fort Worth, TX 76102 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
6275 W Plano Parkway Suite 500, Plano, TX 75093 • United States
3120 Sabre Dr Suite 140, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 10/2021 | 11/2024 |
| Fisher Investments | Plano | TX | 11/2018 | 10/2021 |
| Abbott Laboratories - Nutrition | Columbus | OH | 09/2017 | 10/2018 |
| Abbott Laboratories - Diabetes Care | Dubai Healthcare City | 09/2016 | 09/2017 | |
| Unemployed | Plano | TX | 12/2024 | 04/2025 |
| Retiresimply | Southlake | TX | 04/2025 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-23 |
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