Inactive

Allison Renee Westfall

Fisher Investments

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Current Employers

Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-18
TX	RA	APPROVED	2026-03-10

FL RA
APPROVED

Since 2026-03-18
TX RA
APPROVED

Since 2026-03-10

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr. Blvd Ste 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Hefren-Tillotson, Inc.	Pittsburgh	PA	11/2012	06/2017
Fisher Investments	Tampa	FL	02/2026	Present
Tristate Capital Bank	Pittsburgh	PA	06/2017	01/2023
Inclined Technologies	Sausalito	CA	02/2023	06/2024
Connected Dealer Services	Irvine	CA	11/2024	12/2025
Unemployed	Tulsa	OK	07/2024	11/2024

11/2012 → 06/2017

Hefren-Tillotson, Inc.

Pittsburgh, PA
02/2026 → Present

Fisher Investments

Tampa, FL
06/2017 → 01/2023

Tristate Capital Bank

Pittsburgh, PA
02/2023 → 06/2024

Inclined Technologies

Sausalito, CA
11/2024 → 12/2025

Connected Dealer Services

Irvine, CA
07/2024 → 11/2024

Unemployed

Tulsa, OK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-10

S65 Uniform Investment Adviser Law Examination

2026-03-10

View on SEC IAPD

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