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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-29 |
| TX | RA | APPROVED | 2024-01-24 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Florida | Gainesville | FL | 08/2016 | 05/2018 |
| Fisher Investments | Plano | TX | 05/2018 | 06/2020 |
| Fisher Investments | Tampa | FL | 09/2023 | Present |
| University Of Colorado | Boulder | CO | 08/2020 | 05/2022 |
| Dish Network | Denver | CO | 05/2022 | 12/2022 |
| Unemployed | Denver | CO | 01/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
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