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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 03/2014 | 02/2026 |
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Carrollton | TX | 06/2026 | Present |
| Unemployed | Flower Mound | TX | 02/2026 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-16 |
| S66 | Uniform Combined State Law Examination | 2004-03-29 |
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