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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-15 |
| TX | RA | APPROVED | 2024-08-06 |
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 | 04/2024 | Present |
| Best Buy | Boulder | CO | 10/2021 | 05/2023 |
| Wells Fargo | Salt Lake City | UT | 12/2023 | 04/2024 |
| University Of Colorado-Boulder | Boulder | CO | 08/2019 | 05/2023 |
| Lesher Middle School/Fort Collins High School | Fort Collins | CO | 06/2014 | 08/2019 |
| Unemployed | Boulder | CO | 05/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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