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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2026-06-09 |
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 |
|---|---|---|---|---|
| Gte Financial | Tampa | FL | 05/2024 | 05/2026 |
| Cadence Bank | Tampa | FL | 05/2023 | 05/2024 |
| Motto Mortgage | Tampa | FL | 01/2022 | 05/2023 |
| Total Lending Concepts | Tampa | FL | 07/2020 | 01/2022 |
| Primelending | Tampa | FL | 08/2019 | 07/2020 |
| First Citrus Bank | Tampa | FL | 08/2015 | 11/2019 |
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-09 |
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