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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED | 2023-11-28 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Ste 600, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adecco Group Na | Jacksonville | FL | 08/2015 | 04/2017 |
| Valic Financial Advisors, Inc. | Venice | FL | 03/2017 | 06/2021 |
| Fisher Investments | Tampa | FL | 06/2021 | 06/2023 |
| Voya Financial Advisors | Windsor | CT | 06/2023 | 10/2023 |
| Fisher Investments | Tampa | FL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-28 |
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