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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| WA | RA | APPROVED | 2025-03-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Garden City Hotel | Garden City | NY | 09/2015 | 08/2017 |
| Ameriprise Financial Services, Inc | Melville | NY | 09/2017 | 04/2022 |
| Heritage Strategies Llc | Woodbury | NY | 04/2022 | 02/2025 |
| Fisher Investments | Camas | WA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
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