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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-15 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Chandler | AZ | 06/2011 | 06/2026 |
| Bank Of America, N.A | Chandler | AZ | 07/2012 | 06/2026 |
| Fisher Investments | Plano | TX | 07/2026 | Present |
I*1479287 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Chandler, Arizona, 85225, United States Nature of business: Rental Property that I own; it is managed by a Property Manager Start date of relationship: 5/17/2023 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Name of outside business organization: Rental Property 2 Investment related: N Address of business: Chandler, Arizona, 85225, United States Nature of business: Rental Property that I own; it is managed by a Property Manager Start date of relationship: Expected 07/2026 Number of hours devoted: 1 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-12 |
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