Best Investors Account Sign in
Inactive

Patrick Michael Harris

Fisher Investments

Tampa, FL

Plano, TX

Claim This Profile
Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-30
FL RA APPROVED 2022-01-25
  • TX RA
    APPROVED
    Since 2023-08-30
  • FL RA
    APPROVED
    Since 2022-01-25

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, 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
Merrill Lynch Pennington NJ 12/2015 10/2016
Merrill Lynch Pennington NJ 10/2016 12/2017
Bank Of America, Na Pennington NJ 12/2017 06/2020
Fisher Investments Tampa FL 01/2022 Present
Bank Of America Blue Bell PA 06/2020 01/2022
  • 12/2015 → 10/2016
    Merrill Lynch
    Pennington, NJ
  • 10/2016 → 12/2017
    Merrill Lynch
    Pennington, NJ
  • 12/2017 → 06/2020
    Bank Of America, Na
    Pennington, NJ
  • 01/2022 → Present
    Fisher Investments
    Tampa, FL
  • 06/2020 → 01/2022
    Bank Of America
    Blue Bell, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-02
  • S66 Uniform Combined State Law Examination
    2018-03-02
Other Names
  • Patrick M Harris

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor