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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-25 |
| FL | RA | APPROVED | 2021-02-25 |
Branch Locations
3109 W Dr. Martin Luther King Boulevard, 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 |
|---|---|---|---|---|
| Franklin Templeton Investments | St Petersburg | FL | 05/2004 | 07/2019 |
| Edward Jones | St.LOuis | MO | 07/2019 | 01/2021 |
| Fisher Investments | Tampa | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-09 |
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