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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-17 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 03/2010 | Present |
the name of the other business;Integrity Land & Property Solutions whether the business is investment-related; No the address of the other business;Prosper, TX 75078 the nature of the other business; Real Estate your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 08/07/2023 the approximate number of hours/month you devote to the other business; 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;Real Estate Investing, my duties would include prospecting for projects, negotiations with owners, and funding projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-16 |
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