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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 07/2023 | 01/2024 |
| Bank Of America Merrill | Dallas | TX | 06/2022 | 08/2022 |
| Lowes | Little Elm | TX | 07/2020 | 04/2022 |
| University Of Texas At Dallas | Richardson | TX | 08/2020 | 05/2023 |
| Mcmurry University | Abilene | TX | 08/2019 | 08/2020 |
| Little Elm Isd | Little Elm | TX | 08/2006 | 08/2019 |
| Bank Of America, N.A. | Dallas | TX | 08/2023 | 01/2024 |
| Goldman Sachs | Irving | TX | 01/2024 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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