Micheal Ramon

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	2024-05-08

TX RA
APPROVED

Since 2024-05-08

Branch Locations

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

Organization	City	State	From	To
Pfs Investments Inc.	Allen	TX	10/2015	03/2024
Primerica Financial Services	Allen	TX	02/2015	03/2024
Nissan Of Mckinney	Mckinney	TX	10/2020	11/2020
Fisher Investments	Plano	TX	03/2024	Present

10/2015 → 03/2024

Pfs Investments Inc.

Allen, TX
02/2015 → 03/2024

Primerica Financial Services

Allen, TX
10/2020 → 11/2020

Nissan Of Mckinney

Mckinney, TX
03/2024 → Present

Fisher Investments

Plano, TX

Other Businesses

06/2022 TO PRESENT, STARTED A GAME DEVELOPMENT STUDIO BUSINESS SOMETHING SQUARED STUDIOS, INC., NOT INVESTMENT RELATED, MCKINNEY, TX 75071, NATURE (GAME DEVELOPMENT STUDIO), POSITION/TITLE (OWNER), 20 HOURS COMMITTED PER MONTH (0 HOURS DURING SECURITIES TRADING HOURS)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-08
S63	Uniform Securities Agent State Law Examination	2015-12-01

S65 Uniform Investment Adviser Law Examination

2024-05-08
S63 Uniform Securities Agent State Law Examination

2015-12-01

Other Names

Micheal Troy Ramon

View on SEC IAPD