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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2024-02-29 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enterprise Car Rental | Green Brook | NJ | 03/2016 | 10/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 02/2018 | 10/2023 |
| Unemployed | Charlotte | NC | 10/2017 | 02/2018 |
| Fisher Investments | Tampa | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-29 |
| S66 | Uniform Combined State Law Examination | 2019-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-10 |
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