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14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-01 |
Branch Locations
14800 Landmark Blvd. Suite 848, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 12/2019 | 11/2024 |
| Fisher Investments | Plano | TX | 02/2018 | 12/2019 |
| Unemployed | Grapevine | TX | 09/2017 | 02/2018 |
| Wells Fargo | Denton | TX | 04/2017 | 09/2017 |
| Off Broadway Shoe Warehouse | Grapevine | TX | 09/2016 | 04/2017 |
| Off Broadway Shoe Warehouse | Los Angeles | CA | 07/2015 | 09/2016 |
| Fluent Financial, Llc | Dallas | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
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