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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-01-24 |
| OR | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED_RES | 2025-01-17 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2017 | 01/2018 |
| Hornor, Townsend & Kent, Inc | Horsham | PA | 07/2017 | 01/2018 |
| Hotel Lucia | Portland | OR | 03/2016 | 07/2017 |
| Allstate Insurance Company | West Linn | OR | 01/2018 | 12/2018 |
| Pacific Capital Resource Group, Inc | Lake Oswego | OR | 08/2017 | 01/2018 |
| Jackson National Life Distributors Llc | Franklin | TN | 01/2019 | 04/2021 |
| Allstate Financial Llc | Lincoln | NE | 08/2018 | 12/2018 |
| Fidelity Investments | Salt Lake City | UT | 11/2021 | 11/2024 |
| Unemployed | Murfreesboro | NV | 04/2021 | 11/2021 |
| Fisher Investments | Camas | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-24 |
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