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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Tennessee | Knoxville | TN | 08/2016 | 05/2021 |
| Panera Bread | Knoxville | TN | 09/2018 | 02/2021 |
| Totalquality Logistics | Charlotte | NC | 02/2021 | 12/2021 |
| Associate Staffing | Charlotte | NC | 12/2021 | 04/2023 |
| Principal Securities | Charlotte | NC | 02/2022 | 05/2026 |
| Principal Life Insurance | Charlotte | NC | 04/2023 | 05/2026 |
| Principal Advised Services | Charlotte | NC | 01/2024 | 05/2026 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-11 |
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