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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-17 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Ste 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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 02/2023 | 11/2023 |
| Saint Josephs University | Philadelphia | PA | 05/2019 | 05/2023 |
| Unemployed | Pennington | NJ | 08/2013 | 04/2019 |
| Jpmorgan Chase Bank | Philadelphia | PA | 12/2023 | 05/2026 |
| J.P. Morgan Securities Llc | Philadelphia | PA | 12/2023 | 05/2026 |
| Exelon | Baltimore | MD | 06/2022 | 08/2022 |
| Fisher Investments | Tampa | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-18 |
| S65 | Uniform Investment Adviser Law Examination | 2023-06-27 |
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