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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2024-05-14 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2024 | Present |
| Holbrook Realty Llc | Plano | TX | 10/2023 | 01/2024 |
| Keller Williams Realty | Plano | TX | 08/2022 | 10/2023 |
| Holbrook Mortgage Llc | Plano | TX | 01/2019 | 08/2022 |
| Lifetime Fitness | Plano | TX | 01/2017 | 12/2018 |
| The Lakes At Castle Hills | Carrolton | TX | 08/2014 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-14 |
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