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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-21 |
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management Llc | Saint Petersburg | FL | 07/2025 | 06/2026 |
| Liberty University | Lynchburg | VA | 08/2019 | 06/2023 |
| Liberty University | Lynchburg | VA | 08/2023 | 06/2025 |
| Perkiomen Valley High School | Collegeville | PA | 07/2015 | 06/2019 |
| Five Below | Lynchburg | VA | 06/2021 | 08/2021 |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 07/2025 | 06/2026 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
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