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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-28 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
3109 W Dr. Martin Luther 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 |
|---|---|---|---|---|
| Olive Garden | Jacksonville | FL | 10/2017 | 06/2021 |
| Jacksonville Giants Basketball Association | Jacksonville | FL | 10/2017 | 01/2020 |
| Arlington Toyota | Jacksonville | FL | 07/2021 | 11/2021 |
| Pizza Hut | Jacksonville | FL | 01/2020 | 05/2020 |
| Fidelity Investments | Jacksonville | FL | 12/2021 | 05/2023 |
| Bishop Kenny High School | Jacksonville | FL | 08/2016 | 05/2018 |
| Atlantic Coast High School | Jacksonville | FL | 08/2018 | 05/2020 |
| Full Time Student | Jacksonville | FL | 05/2023 | 10/2024 |
| Sofi Securities, Llc | Jacksonville | FL | 10/2024 | 04/2026 |
| Sofi Wealth, Llc | Jacksonville | FL | 10/2024 | 04/2026 |
| Fisher Investments | Tampa | FL | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-01 |
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