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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-21 |
| FL | RA | APPROVED | 2024-05-20 |
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 |
|---|---|---|---|---|
| T Rowe Price Investment Services Inc | Tampa | FL | 06/2017 | 11/2018 |
| Branch Bank & Trust Co | Apollo Beach | FL | 10/2012 | 04/2017 |
| Morgan Stanley | Temple Terrace | FL | 07/2019 | 03/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2019 | 03/2022 |
| Fisher Investments | Tampa | FL | 05/2024 | Present |
| Unemployed | Apollo Beach | FL | 11/2018 | 07/2019 |
| Unemployed | Apollo Beach | FL | 03/2022 | 05/2024 |
RENTAL PROPERTY; INVESTMENT RELATED; BLACKSBURG/VA; TITLE: OWNER; START DATE: 07/2006; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0. Rental Property, Investment related; Ocala FL, Owner, 03/2023, Business Hours: 0 After Business Hours: 0 * 387437 - TBD; Investment related Yes; Apollo beach, FL, landscaping; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 5; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-21 |
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