Michael Stumpo

$387B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-17
FL	RA	APPROVED	2022-12-22

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	Tampa	FL	08/2022	Present
Aflac Insurance Inc	Conshohocken	PA	06/2021	08/2021
Ocean Drive Bar	Sea Isle City	NJ	05/2020	08/2020
Penn State University	State College	PA	08/2021	05/2022
Union League Country Club	Swainton	NJ	05/2022	08/2022
Penn State University	State College	PA	08/2020	05/2021
Penn State University	State College	PA	08/2019	05/2020
Ocean Drive Bar	Sea Isle City	NJ	05/2019	08/2019
Penn State University	State College	PA	08/2018	05/2019
Holy Family Grade School And Conwell Egan Catholic High School	Fairless Hills	PA	09/2012	06/2018
Griff Paper And Film	Fairless Hills	PA	06/2018	08/2018

08/2022 → Present

Fisher Investments

Tampa, FL
06/2021 → 08/2021

Aflac Insurance Inc

Conshohocken, PA
05/2020 → 08/2020

Ocean Drive Bar

Sea Isle City, NJ
08/2021 → 05/2022

Penn State University

State College, PA
05/2022 → 08/2022

Union League Country Club

Swainton, NJ
08/2020 → 05/2021

Penn State University

State College, PA
08/2019 → 05/2020

Penn State University

State College, PA
05/2019 → 08/2019

Ocean Drive Bar

Sea Isle City, NJ
08/2018 → 05/2019

Penn State University

State College, PA
09/2012 → 06/2018

Holy Family Grade School And Conwell Egan Catholic High School

Fairless Hills, PA
06/2018 → 08/2018

Griff Paper And Film

Fairless Hills, PA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-12

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