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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-08 |
Branch Locations
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 07/2020 | 05/2026 |
| Kingston High School | Kingston | NY | 01/2012 | 01/2017 |
| Lehigh University | Bethlehem | PA | 01/2017 | 05/2020 |
| Invesco | Atlanta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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