John Caius Moorhouse Dorsey

$387B regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-19
WA	RA	APPROVED	2026-08-19

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida Financial Advisors Dba Tristate Financial Advisors	Vienna	VA	04/2026	05/2026
Cleveland Commons, Whitman College	Walla Walla	WA	10/2021	04/2022
N/A	Silver Spring	MD	01/2016	10/2021
N/A	Walla Walla	WA	04/2022	07/2022
N/A	Walla Walla	WA	05/2023	10/2023
Saffron Mediterranean Kitchen	Walla Walla	WA	10/2023	12/2023
Progressive Victory	Cincinnati	OH	12/2023	06/2024
Whitman College	Walla Walla	WA	06/2024	05/2025
N/A	Silver Spring	MD	05/2025	04/2026
Cleaveland Commons, Whitman College	Walla Walla	WA	07/2022	05/2023
Fisher Investments	Camas	WA	08/2026	Present

04/2026 → 05/2026

Florida Financial Advisors Dba Tristate Financial Advisors

Vienna, VA
10/2021 → 04/2022

Cleveland Commons, Whitman College

Walla Walla, WA
01/2016 → 10/2021

N/A

Silver Spring, MD
04/2022 → 07/2022

N/A

Walla Walla, WA
05/2023 → 10/2023

N/A

Walla Walla, WA
10/2023 → 12/2023

Saffron Mediterranean Kitchen

Walla Walla, WA
12/2023 → 06/2024

Progressive Victory

Cincinnati, OH
06/2024 → 05/2025

Whitman College

Walla Walla, WA
05/2025 → 04/2026

N/A

Silver Spring, MD
07/2022 → 05/2023

Cleaveland Commons, Whitman College

Walla Walla, WA
08/2026 → Present

Fisher Investments

Camas, WA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-06