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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-16 |
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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Eisenhower Middle School | Gibsonton | FL | 05/2016 | 05/2018 |
| Lennard High School | Ruskin | FL | 08/2018 | 05/2022 |
| Florida State University | Tallahassee | FL | 08/2022 | 05/2026 |
| Kimi's Ice Cream & Coffee | Apollo Beach | FL | 09/2019 | 12/2019 |
| Mandola's Italian Kitchen | Riverview | FL | 11/2021 | 07/2022 |
| Capstan Financial Consulting Group | Sarasota | FL | 05/2023 | 08/2023 |
| Sakura Sushi & Grill | Tallahassee | FL | 01/2024 | 05/2024 |
| Bluegrace Logistics | Brandon | FL | 05/2024 | 08/2024 |
| Sakura Sushi & Grill | Tallahassee | FL | 01/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
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