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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED_RES | 2026-06-12 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 11/2023 | 01/2025 |
| Jjs Bar & Tavern | Gainesville | FL | 08/2021 | 04/2024 |
| Melbourne High School | Melbourne | FL | 08/2016 | 05/2019 |
| Cantina Dos Amigos | Indiatlantic | FL | 08/2017 | 07/2019 |
| A9 Moving Company | Jacksonville | FL | 09/2022 | 01/2023 |
| University Of Forida | Gainesville | FL | 08/2019 | 05/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 11/2024 | 01/2025 |
| Guided Financial Advisors | St.PEtersburgh | FL | 01/2026 | 05/2026 |
| Guided Financial Advisors | St.PEtersburgh | FL | 01/2025 | 01/2026 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
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