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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED | 2026-03-11 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2024 | 03/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2023 | 03/2024 |
| N/A | Fairmont | WV | 02/2021 | 08/2023 |
| Nova Southeaster University - Shepard Broad School Of Law | Miami | FL | 01/2018 | 01/2021 |
| N/A | Fairmont | WV | 08/2023 | 11/2023 |
| N/A | Miami | FL | 01/2017 | 01/2018 |
| Florida State University | Tallahassee | FL | 08/2015 | 01/2017 |
| Fisher Investments | Tampa | FL | 03/2026 | Present |
| Truist | Grafton | WV | 03/2025 | 03/2026 |
| N/A | Fairmont | WV | 03/2024 | 12/2024 |
| Banker's Life | Bridgeport | WV | 01/2025 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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