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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-21 |
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
3109 W Martin L King Jr Blvd Ste 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 | 07/2023 | Present |
| C4 Social | Orlando | FL | 06/2021 | 08/2023 |
| Target | Naples | FL | 03/2020 | 06/2023 |
| Cooshs | Tallahassee | FL | 10/2021 | 10/2022 |
| Florida State University Foundation | Tallahassee | FL | 09/2019 | 05/2023 |
| Ymca Of Greater Naples | Naples | FL | 01/2019 | 08/2021 |
| Sports Club | Naples | FL | 06/2016 | 01/2019 |
| High School | Naples | FL | 07/2013 | 05/2019 |
C4 Social Marketing Agency Organic responder started: 07/2021 1 hour a day of working mon-sun respond to social media comments Remote job
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-19 |
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