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5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-31 |
Branch Locations
3905 Crescent Park Suite 155, Riverview, FL 33578 • United States
5910 North Central Expressway Suite 1450, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | Saint Petersburg | FL | 08/2017 | 05/2021 |
| Franklin Templeton Investments | Saint Petersburg | FL | 08/2016 | 08/2017 |
| Fisher Investments | Tampa | FL | 05/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-17 |
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