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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2024-01-10 |
| WA | RA | APPROVED | 2024-01-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Key Bank | Newberg | OR | 07/2013 | 03/2022 |
| Key Investmentservices | Newberg | OR | 11/2016 | 03/2022 |
| Key Investment Services | Brooklyn | OH | 03/2022 | 12/2023 |
| Fisher Investments | Camas | WA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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