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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-03-18 |
| TX | RA | APPROVED_RES | 2024-03-18 |
| WA | RA | APPROVED | 2024-03-18 |
Branch Locations
5733 Nw Fisher Creek Dr, Camas, WA 98607 • 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 |
|---|---|---|---|---|
| Southwest Investment Advisors | Tucson | AZ | 05/2017 | 05/2021 |
| Lpl Financial Llc | Tucson | AZ | 11/2017 | 05/2021 |
| Office Team | Tucson | AZ | 10/2015 | 01/2017 |
| Apple One | Tucson | AZ | 02/2017 | 04/2017 |
| Aio Financial, Llc | Tucson | AZ | 06/2021 | 10/2022 |
| Lpl Financial Llc | Portland | OR | 10/2022 | 03/2023 |
| Financial Advocates Investment Management | Portland | OR | 10/2022 | 03/2023 |
| Tradewinds Asset Management, Llc | Portland | OR | 03/2023 | 02/2024 |
| Fisher Investments | Camas | WA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-29 |
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