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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-07-20 |
| TX | RA | APPROVED | 2022-08-26 |
| WA | RA | APPROVED | 2022-08-26 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | San Francisco | CA | 02/2016 | 12/2017 |
| Fisher Investments | Camas | WA | 07/2022 | Present |
| Ministry Of Business, Innovations And Employment | Wellington | 03/2021 | 10/2021 | |
| Unemployed | San Francisco | CA | 01/2018 | 02/2019 |
| Victoria University, Wellington | Wellington | 02/2019 | 02/2021 | |
| Unemployed | Wellington | 11/2021 | 02/2022 | |
| Unemployed | Alhambra | CA | 02/2022 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-26 |
| S66 | Uniform Combined State Law Examination | 2005-03-28 |
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