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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Vancouver | WA | 10/2023 | 03/2025 |
| U.S. Bank | Vancouver | WA | 05/2021 | 03/2025 |
| Unemployed | Vancouver | WA | 03/2021 | 05/2021 |
| Portland State University | Portland | OR | 06/2020 | 03/2021 |
| Fred Meyer (Kroger) | Vancouver | WA | 12/2019 | 09/2020 |
| Unemployed | Corvallis | OR | 06/2019 | 12/2019 |
| Springmobile | Oregon City | OR | 09/2016 | 08/2018 |
| Oregon State University | Corvallis | OR | 09/2018 | 06/2019 |
| Clackamas Community College | Oregon City | OR | 09/2016 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clackamas | OR | 03/2025 | 07/2026 |
| Bank Of America, N.A. | Clackamas | OR | 04/2025 | 07/2026 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-02 |
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