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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 | 2026-04-27 |
| CA | RA | APPROVED | 2022-03-14 |
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 | San Mateo | CA | 03/2020 | Present |
| Promontory Brands, Llc | San Francisco | CA | 11/2015 | 03/2020 |
Promontory Brands, LLC. Not investment related. Marketing Consultancy/Software. Position: Founder. 0 hours per month spent on the business. 0 hours per month spent during trading hours. Address same as home address.; Consultancy and Software Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
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