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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, Na | Newark | DE | 11/2023 | 05/2025 |
| Jpmorgan Securities Llc | Newark | DE | 11/2023 | 05/2025 |
| Constellis | Moyock | NC | 03/2017 | 03/2021 |
| Temple University | Philadelphia | PA | 08/2005 | 12/2022 |
| Unemployed | Lincoln Univeristy | PA | 01/2023 | 11/2023 |
| Fisher Investments | Tampa | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-12 |
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