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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED | 2024-10-17 |
Branch Locations
3109 W Dr. Martin Luther King 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 | 04/2022 | Present |
| Integrity Express Logistics | Tampa | FL | 01/2022 | 04/2022 |
| Moving Perspective Investments | Dunedin | FL | 11/2021 | 01/2022 |
| Trident Transport | St. Petersburg | FL | 09/2021 | 10/2021 |
| Traditions Transportation | Indianapolis | IN | 06/2021 | 09/2021 |
| Danny Boy Bier Works | Carmel | IN | 12/2020 | 06/2021 |
| Wild Eggs, Llc | Carmel | IN | 04/2018 | 07/2018 |
| Koto Japanese Steakhouse | Carmel | IN | 12/2016 | 12/2020 |
| Ball State University | Muncie | IN | 08/2018 | 05/2021 |
| Butler University | Indianapolis | IN | 08/2015 | 12/2017 |
Freelance Musician/Music Instructor, not investment related, Located in Tampa, FL, start date: 01/01/2016, 15 hours per month, 0 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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