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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr Martin Luther King Jr Blvd Ste 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 | 01/2026 |
| Vector Marketing | St. Petersbrug | FL | 05/2020 | 08/2020 |
| Unemployed | Mahopac | NY | 01/2013 | 05/2020 |
| Unemployed | Tampa | FL | 08/2020 | 09/2023 |
| Trinity Wealth Securties, Llc | Tampa | FL | 01/2025 | 01/2026 |
| Fisher Investments | Tampa | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
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