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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-11-28 |
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 | 08/2021 | 08/2023 |
| Fisher Investments | Tampa | FL | 08/2023 | Present |
| University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2021 |
| State Farm | Atlanta | GA | 06/2020 | 07/2020 |
| University Of Alabama | Tuscaloosa | AL | 08/2018 | 05/2020 |
| Chubb | Alpharetta | GA | 06/2018 | 07/2018 |
| University Of Alabama | Tuscaloosa | AL | 08/2017 | 05/2018 |
| High School - Student | Suwanee | GA | 08/2013 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
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