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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2023-12-11 |
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 |
|---|---|---|---|---|
| C&M Marine Products | Lake Placid | FL | 12/2016 | 01/2017 |
| Kent Metalworks | Sebring | FL | 08/2015 | 12/2016 |
| T. Rowe Price | Tampa | FL | 01/2017 | 05/2018 |
| Kohl's | Lake Wales | FL | 10/2016 | 10/2016 |
| Fidelity Brokerage Services Llc | Clearwater | FL | 05/2018 | 12/2023 |
| Fisher Investments | Tampa | FL | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-27 |
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