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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 | 2023-09-13 |
| WA | RA | APPROVED | 2008-07-31 |
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 | Woodside | CA | 07/2008 | Present |
the name of the other business; Kennedy Innovations LLC whether the business is investment-related; No the address of the other business; Camas WA 98607 the nature of the other business; A.I. Consultancy with an emphasis on marketing and automation of business processes your position; Co-President title, or relationship with the other business; Co-President the start date of your relationship; 03/01/2024 the approximate number of hours/month you devote to the other business; 10-15 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; AI marketing support for small businesses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-11 |
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