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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
| WA | RA | APPROVED | 2026-06-11 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607-9911 • 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 |
|---|---|---|---|---|
| Edward Jones | Tell City | IN | 06/2018 | 08/2018 |
| Lennie'S | Bloomington | IN | 10/2016 | 04/2019 |
| Wabash Plastics Inc | Evansville | IN | 04/2016 | 07/2017 |
| Fisher Investments | Camas | WA | 05/2019 | 10/2022 |
| Vci Wealth Management Llc | Denver | CO | 04/2023 | 04/2026 |
| Fefa Asset Management, Llc | Valley Park | MO | 04/2023 | 03/2024 |
| Student | Bloomington | IN | 06/2012 | 12/2018 |
| N/A | Camas | WA | 10/2022 | 04/2023 |
| Fisher Investments | Camas | WA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-17 |
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