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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_RES | 2023-09-13 |
| WA | RA | APPROVED | 2019-06-13 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 04/2019 | Present |
| Pure Virtue | Missoula | MT | 10/2016 | 05/2017 |
| Tefl Academy | Monroe | WA | 05/2017 | 09/2017 |
| Maple Language Institute | Yesan | 10/2017 | 11/2018 | |
| Unemployed | Missoula | MT | 12/2018 | 04/2019 |
OUTSIDE BUSINESS ACTIVITY #1 ?Name of the other business: EASY CHOICE RENTALS ?Investment-related? NO ?Address of the other business:810 S STATE ST TACOMA WA 98405 ?Nature of the other business: AIR BNB RENTALS ?Position, title, or relationship with the other business: COO OF LLC ?Start date of your relationship: 9/30/20 ?Approximate number of hours/month you devote to the other business: ELEVEN-TWENTY ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business: NEGOTIATING TERMS FOR RENTAL PROPERTIES AND DEVELOPING THE PLAN FOR ACQUIRING NEW LOCATION OPPURTUNITIES OUTSIDE BUSINESS ACTIVITY #2 the name of the other business; LET IT BE ICE CREAM whether the business is investment-related; NO the address of the other business; 3127 BEACH BLVD S GULFPORT FL 33707 the nature of the other business; ICE CREAM SALES your position; CO OWNER the start date of your relationship; 09/29/2022 the approximate number of hours/month you devote to the other business; 1-5 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; CO OWNER THAT WILL HANDLE THE BOOKS FOR THE BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S66 | Uniform Combined State Law Examination | 2012-03-22 |
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