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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-23 |
| OR | RA | APPROVED | 2024-12-22 |
| TX | RA | APPROVED_RES | 2024-12-16 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Gresham | OR | 01/2011 | 06/2019 |
| Us Bank | Portland | OR | 06/2019 | 02/2021 |
| Onpoint Community Credit Union | Portland | OR | 03/2021 | 11/2021 |
| Bmo Bank | Gresham | OR | 11/2021 | 09/2024 |
| Fisher Investments | Camas | WA | 10/2024 | Present |
Dennett Enterprises LLC. Not investment related. 210 26th St NW #427 Long Beach, WA 98631. Short term rental property. Owner. 07/15/2024 registered the business. Purchased the unit in July of 2024. I spend approximately 1 hour a month on the business not during business hours, usually on weekends. We reconcile the usage statement from the condo association, pay the bills for the unit, and ensure our bank accounts are correct.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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