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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Highschool | Vancouver | WA | 09/2015 | 06/2019 |
| Jiffy Lube | Vancouver | WA | 07/2017 | 04/2018 |
| Natura Pest Control | Vancouver | WA | 04/2018 | 10/2018 |
| Accurate Motorwerks | Vancouver | WA | 10/2018 | 09/2020 |
| Horizonpwr Llc | Rexburg | ID | 09/2020 | 07/2021 |
| Real Estate School | Rexburg | ID | 07/2021 | 10/2021 |
| Blue Max Energy / Prizm / Helix Solar Llc | Rexburg | ID | 10/2021 | 04/2022 |
| Fisher Investments | Camas | WA | 04/2022 | 07/2024 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-12 |
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