Chadric Tivonte Davis

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 09/2017
  Td Ameritrade, Inc.
  Fort Worth, TX
• 09/2016 → 09/2017
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 09/2017 → 01/2020
  Tiaa
  Lewisville, TX
• 09/2017 → 01/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 01/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2017-10-10 → 2019-12-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Frisco, TX
• 2016-09-13 → 2017-09-06
  Td Ameritrade, Inc.
  Fort Worth, TX
  Omaha, NE
  Westlake, TX
• 2016-09-13 → 2017-09-06
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  2012-02-21

Other Names

• Chad Davis
• Chadrc Tivonte Davis
• Chadric T Davis
• Chadric Tivonte Davis