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James P Mitchel

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-20
TX RA APPROVED 2026-04-15
  • FL RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-04-15

Branch Locations

3405 W Martin L King Jr. Blvd Suite 300, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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
OrganizationCityStateFromTo
New York Life Investments Jersey City NJ 02/2008 09/2021
Fisher Investments Tampa FL 03/2026 Present
Citibank Na Tampa FL 09/2021 03/2026
  • 02/2008 → 09/2021
    New York Life Investments
    Jersey City, NJ
  • 03/2026 → Present
    Fisher Investments
    Tampa, FL
  • 09/2021 → 03/2026
    Citibank Na
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
S66 Uniform Combined State Law Examination 2021-06-28
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15
  • S66 Uniform Combined State Law Examination
    2021-06-28

View on SEC IAPD

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