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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-17 |
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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2015 | 04/2019 |
| Lpl Financial | Santan Valley | AZ | 05/2019 | 05/2019 |
| The Prudential Insurance Company Of America | Phoenix | AZ | 07/2019 | 09/2019 |
| Pruco Securities | Phoenix | AZ | 07/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 01/2020 | 05/2026 |
| Unemployed | Santan Valley | AZ | 09/2019 | 01/2020 |
| Costco | Gilbert | AZ | 10/2019 | 10/2019 |
| Bank Of America N.A. | Chandler | AZ | 03/2020 | 05/2026 |
| Fisher Investments | Plano | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-23 |
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