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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
| TX | RA | APPROVED | 2024-09-12 |
Branch Locations
3109 W Dr. Martin Luther King 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 |
|---|---|---|---|---|
| Td Ameritrade | St. Louis | MO | 12/2017 | 12/2018 |
| Bank Of Sprringfield | Springfield | IL | 10/2017 | 12/2017 |
| Ricco's Pizza | Sherman | IL | 07/2013 | 12/2017 |
| Illinois House Of Representatives | Sprignfield | IL | 08/2016 | 07/2017 |
| Palanca And Associates | Columbus | OH | 01/2019 | 08/2019 |
| Lpl Financial Llc | Columbus | OH | 01/2019 | 08/2019 |
| Stratos Wealth Partners, Ltd | Columbus | OH | 01/2019 | 08/2019 |
| Bankers Life & Casualty | Westlake | OH | 07/2019 | 10/2019 |
| Bankers Life Securities | Westlake | OH | 07/2019 | 10/2019 |
| Encompass More, A Division Of Verity Asset Management | Durham | NC | 10/2019 | 04/2021 |
| Encompass Investments, A Division Of Verity Investments, Inc. | Durham | NC | 10/2019 | 04/2021 |
| Appreciation Financial | Henderson | NV | 10/2019 | 04/2021 |
| Citizens Bank | Fairlawn | OH | 05/2021 | 02/2022 |
| Citizens Securities,Inc. | Lakewood | OH | 02/2022 | 12/2023 |
| Fisher Investments | Tampa | FL | 09/2024 | Present |
| Unemployed | Lakewood | OH | 12/2023 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
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