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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
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 | 04/2024 | Present |
| Rising Capital | Delray Beach | FL | 09/2022 | 04/2023 |
| Viera Charter/High School & Florida Atlantic University | Viera & Boca Raton | FL | 01/2013 | 12/2023 |
| N/A | N/A | FL | 01/2024 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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