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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED_RES | 2024-07-22 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 09/2023 | 05/2024 |
| Token Metrics | Austin | TX | 01/2021 | 06/2023 |
| Neogenomics | Fort Myers | FL | 04/2018 | 01/2021 |
| Smash Fitness | Fort Myers | FL | 07/2017 | 03/2018 |
| University Of South Florida | Tampa | FL | 06/2013 | 05/2017 |
| Fisher Investments | Tampa | FL | 07/2024 | Present |
A7B Capital; non-investment related; buy/sell/trade sports memorabilia & trading cards; 3603 S Belcher Dr., Tampa, FL, 33629; CEO/Founder; Start date on 01/01/2024; 15 hours a week or 60 hours a month; 0 hours during security trading; My duties are to buy/sell/trade sports cards through eBay, in-person events, and card shops.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
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