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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Oxford, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 05/2026 | Present |
| Unified Fire Authority | South Salt Lake | UT | 08/2016 | 10/2017 |
| South Salt Lake Fire | South Salt Lake | UT | 06/2016 | 10/2017 |
| Springville Fire Department | Springville | UT | 11/2015 | 04/2017 |
| Fidelity Brokerage Services, Llc | Boise | ID | 10/2017 | 03/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Charles Schwab & Co, Inc | The Villages | FL | 03/2025 | 05/2026 |
| Charles Schwab Bank, Ssb | The Villages | FL | 03/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-22 |
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