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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-23 |
| TX | RA | APPROVED | 2024-03-18 |
Branch Locations
3109 W Dr. Martin Luther King Jr. 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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 11/2023 | Present |
| Auto Dealer University | Tampa | FL | 07/2023 | 09/2023 |
| International Data Corporation | Tampa | FL | 04/2022 | 06/2023 |
| Uber Technologies | Chicago | IL | 10/2021 | 04/2022 |
| Dhl Express | Tempe | AZ | 06/2020 | 10/2021 |
| Barton Associates | Tempe | AZ | 02/2020 | 03/2020 |
| Chewy | Mechanicsburg | PA | 05/2017 | 08/2019 |
| Unemployed/Full Time Student | Indiana | PA | 11/2013 | 04/2017 |
| Unemployed | Tempe | AZ | 08/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-18 |
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