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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2024-05-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 01/2024 | Present |
| Unemployed | Tampa | FL | 09/2023 | 01/2024 |
| Mutual Of Omaha Insurance Company | Tampa | FL | 06/2023 | 09/2023 |
| School | Tampa | FL | 08/2022 | 06/2023 |
| Bartaco | Tampa | FL | 06/2021 | 08/2022 |
| School | Tampa | FL | 08/2020 | 06/2021 |
| Restaurant Depot | Milford | MA | 05/2020 | 08/2020 |
| School | Tampa | FL | 06/2019 | 05/2020 |
| Hannafords | Uxbridge | MA | 06/2018 | 06/2019 |
| School | Northbridge | MA | 07/2012 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-13 |
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