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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 | 2023-07-14 |
| CA | RA | APPROVED | 2005-04-01 |
Branch Locations
1450 Fashion Island Blvd, San Mateo, CA 94404 • 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 | Woodside | CA | 05/2004 | Present |
| Quasar Distributors, Llc | Milwaukee | WI | 02/2010 | Present |
?Name of the other business: HAND (HELPING AFTER NENATAL DEATH) ?Investment-related? NO ?Address of the other business: LOS GATOS, CA 95031 ?Nature of the other business: NON-PROFIT ?Position, title, or relationship with the other business: TREASURER ?Start date of your relationship: JULY 1ST, 2018 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: PARTICIPATE IN MONTHLY BOARD MEETINGS & BOOK BALANCING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 2005-03-18 |
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