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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-25 |
| FL | RA | APPROVED | 2022-02-02 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 08/2016 | 01/2022 |
| Fisher Investments | Tampa | FL | 01/2022 | Present |
Rental Property, not investment related, 2152 74th St. N., St. Petersburg, FL 33710, Owner, 01/01/2022, 2-3 hours, no hours during the business day. Work with a property manager who manages every aspect of the process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-22 |
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