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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Andalusia | IL | 08/2012 | 09/2016 |
| United States Air Force | Luke Afb | AZ | 09/2016 | 09/2020 |
| Full-Time Education | Tempe | AZ | 08/2020 | 12/2022 |
| Winery101 | Peoria | AZ | 10/2020 | 03/2021 |
| Unemployed | Avondale | AZ | 10/2022 | 05/2023 |
| Cross Country Mortgage, Llc | Austin | TX | 05/2023 | 10/2023 |
| Charles Schwab & Co., Inc. | Austin | TX | 08/2023 | 08/2024 |
| Fisher Investments | Tampa | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
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