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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 | 2023-09-20 |
| WA | RA | APPROVED | 2007-02-21 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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, Inc. | Woodside | CA | 02/2003 | Present |
the name of the other business; Waterleaf Homeowners Association whether the business is investment-related; No the address of the other business; Vancouver, WA the nature of the other business; Homeowners Association your position; Board of Directors the start date of your relationship; 11/02/22 the approximate number of hours/month you devote to the other business; 1-5 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Standard duties of a Homeowners Association including holding an annual meeting to ratify a budget, periodic Board meetings, approve architectural change requests and maintenance of the HOA's stormwater filter. The HOA has a professional HOA management company, Invest West Management, so duties are mainly decision making and procedural.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-21 |
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