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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-12 |
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 |
|---|---|---|---|---|
| Fisher Retirement Solutions Llc Dba Fisher\Smb | Plano | TX | 07/2024 | Present |
| Fisher Investments | Plano | TX | 07/2022 | 07/2024 |
| Texas Dfps | Plano | TX | 08/2021 | 07/2022 |
| Healthtrackrx | Denton | TX | 02/2021 | 08/2021 |
| Shift6 | Denton | TX | 07/2020 | 02/2021 |
| Community Housing Resource Partners | Denton | TX | 07/2019 | 03/2020 |
| Club Corp | Westlake | TX | 08/2018 | 07/2019 |
| Texas Woman's University | Denton | TX | 08/2014 | 07/2019 |
| Unemployed | Denton | TX | 03/2020 | 07/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-12 |
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