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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-25 |
| TX | RA | APPROVED | 2024-06-13 |
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 |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 02/2024 | Present |
| Carecard | Atlanta | GA | 11/2023 | 01/2024 |
| Espn/Ming | Atlanta | GA | 09/2022 | 02/2024 |
| Swimatlanta Pool Management | Atlanta | GA | 06/2020 | 06/2022 |
| Topgolf | Atlanta | GA | 09/2019 | 01/2021 |
| Kennesaw Mountain High School | Kennesaw | GA | 08/2014 | 06/2018 |
| Ga State University | Atlanta | GA | 08/2018 | 12/2019 |
| Aba Success | Atlanta | GA | 06/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-13 |
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