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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-27 |
| TX | RA | APPROVED | 2023-04-14 |
Branch Locations
3405 W Martin L King Jr Blvd Suite 300, Tampa, FL 33607 • United States
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 | 01/2021 | Present |
| West Orange High School | Winter Garden | FL | 08/2014 | 05/2018 |
| I9 Sports | Winter Garden | FL | 07/2016 | 05/2018 |
| Valencia College | Orlando | FL | 08/2016 | 05/2018 |
| Florida State University | Tallahassee | FL | 08/2018 | 12/2020 |
| Loews Hotels | Orlando | FL | 05/2017 | 01/2018 |
the name of the other business; H&C OUTLET LLC whether the business is investment-related; NO the address of the other business; TAMPA FL the nature of the other business; ONLINE BUSINESS RELATING TO LIQUIDATION RESALE your position; CO OWNER OF THE BUSINESS/PARTNER title, or relationship with the other business; CO OWNER OF THE BUSINESS/PARTNER the start date of your relationship; 06/08/2023 the approximate number of hours/month you devote to the other business; 10 HOURS WEEKLY the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; ONLINE BUSINESS RELATING TO LIQUIDATION RESALE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-14 |
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