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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-24 |
| TX | RA | APPROVED | 2024-09-18 |
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 | 05/2024 | Present |
| Leadingresponse | Tampa | FL | 08/2023 | 04/2024 |
| Bentley Global Resources | Oldsmar | FL | 04/2023 | 08/2023 |
| The Rabbit Box | Seattle | WA | 07/2022 | 03/2023 |
| Columbia Tower Club - Invited Clubs | Seattle | WA | 07/2022 | 11/2022 |
| Brickhouse | Bend | OR | 06/2022 | 07/2022 |
| The Montage Resort - Deer Valley | Deer Valley | UT | 12/2020 | 04/2022 |
| Kforce | Tampa | FL | 01/2020 | 12/2020 |
| Not Available | Largo | FL | 08/2019 | 12/2019 |
| Fgcu | Fort Myers | FL | 08/2015 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-18 |
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