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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 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 |
|---|---|---|---|---|
| Usaa Finanical Advisors Inc | Addison | TX | 02/2015 | 12/2016 |
| Usaa Financial Planning Services | Addison | TX | 02/2015 | 12/2016 |
| Unemployed | Dallas | TX | 12/2016 | 06/2018 |
| Personal Capital | Dallas | TX | 06/2018 | 07/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 01/2023 | 09/2025 |
| Unemployed | Dallas | TX | 08/2020 | 01/2021 |
| Ranstad Us, Llc | Bel Air | MD | 09/2022 | 11/2022 |
| Princeton Sports | Baltimore | MD | 11/2022 | 01/2023 |
| Unemployed | Bel Air | MD | 01/2021 | 09/2022 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| Unemployed | Murrells Inlet | SC | 10/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-16 |
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