Inactive

Josiah David Hersey

Fisher Investments

CRD 6078911

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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:

Current Employers

Fisher Investments

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-11-29
WA	RA	APPROVED	2017-05-24

TX RA
APPROVED_RES

Since 2023-11-29
WA RA
APPROVED

Since 2017-05-24

Branch Locations

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

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Pinkerton Retirement Specialists, Llc	Coeur D' Alene	ID	06/2012	04/2017
Triad Advisors, Inc.	Norcross	GA	05/2016	04/2017
Fisher Investments	Camas	WA	04/2017	Present

06/2012 → 04/2017

Pinkerton Retirement Specialists, Llc

Coeur D' Alene, ID
05/2016 → 04/2017

Triad Advisors, Inc.

Norcross, GA
04/2017 → Present

Fisher Investments

Camas, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-05-24
S66	Uniform Combined State Law Examination	2013-08-29

S65 Uniform Investment Adviser Law Examination

2017-05-24
S66 Uniform Combined State Law Examination

2013-08-29

View on SEC IAPD

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