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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED_RES | 2026-08-17 |
| WA | RA | APPROVED | 2026-08-17 |
Branch Locations
5525 Nw Fisher Creek Dr., Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 04/2007 | 02/2022 |
| Bank Of America, N.A | Portland | OR | 04/2007 | 02/2022 |
| Fidelity Investments | Beaverton | OR | 03/2022 | 04/2026 |
| Fidelity Investments | Beaverton | OR | 03/2025 | 04/2026 |
| Fisher Investments | Camas | WA | 08/2026 | Present |
| Unemployed | Molalla | OR | 04/2026 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-12 |
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