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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-13 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 03/2023 | 05/2024 |
| Greene & Associates Inc. | Hanover | MA | 07/2016 | 03/2023 |
| South Shore Savings Bank | Braintree | MA | 06/2019 | 09/2019 |
| Starz On The Hingham Harbor | Hingham | MA | 06/2018 | 09/2018 |
| Hanover High School | Hanover | MA | 09/2015 | 06/2018 |
| Fisher Investments | Tampa | FL | 08/2024 | Present |
Greene & Associates Inc. - NOT investment related - 720 Washington St. Ste 5A, Hanover, MA 02339 - Medical Billing - Medical Billing Clerk - Part-Time - Started 07/2016 - 48 Hours per Month - 0 Hours during security trading hours - Clerical duties like data entry, arranging meetings, making copies, etc. Vivazen - NOT investment related - 881 Baxter Dr #100, South Jordan, UT 84095 - Food & Beverage Exporter - Territory Manager - Part-time - Started 04/2024 - 40 Hours per Month - 0 Hours during security trading hours - I make sales calls and deliver product to our accounts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-08 |
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