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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-27 |
| TX | RA | APPROVED_RES | 2022-09-11 |
Branch Locations
3109 W Dr Martin Luther King Jr 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 |
|---|---|---|---|---|
| Dermatology Associates Of Tampa Bay | Tampa | FL | 09/2016 | 08/2017 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 09/2017 | 09/2019 |
| Lpl Financial | Denver | CO | 10/2019 | 08/2022 |
| Global Retirement Partners, Llc | Denver | CO | 10/2019 | 08/2022 |
| Fisher Investments | Tampa | FL | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-16 |
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