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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2024-03-19 |
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Plano | TX | 05/2023 | 02/2024 |
| Wells Fargo Bank, Na | Plano | TX | 05/2023 | 02/2024 |
| Asertaloans | Dallas | TX | 08/2022 | 04/2023 |
| Grubhub | Dallas | TX | 05/2022 | 10/2022 |
| Patriot Mortgage Corp | Cottage Grove | OR | 03/2021 | 08/2022 |
| Bartender | Corvallis | OR | 09/2020 | 03/2021 |
| Linn County Road Department | Albany | OR | 06/2020 | 09/2020 |
| Dutch Brothers | Albany | OR | 05/2019 | 06/2020 |
| Jane Dixon Real Estate Team | Cottage Grove | OR | 02/2019 | 06/2019 |
| Unemployed | Corvallis | OR | 09/2018 | 02/2019 |
| Dutch Brothers Coffee | Cottage Grove | OR | 05/2017 | 09/2018 |
| Unemployeed | Cottage Grove | OR | 03/1999 | 05/2017 |
| Pizzahut | Dallas | TX | 05/2022 | 11/2023 |
| Fisher Investments | Camas | WA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
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