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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-11 |
Branch Locations
222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684 • United States
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 12/2019 | 07/2024 |
| U.S. Bank | Portland | OR | 09/2016 | 11/2019 |
| Self Employed | Portland | OR | 09/2014 | 09/2016 |
| Fisher Retirement Solutions Llc | Vancouver | WA | 07/2024 | Present |
NAME OF OTHER BUSINESS: TIPSYPOP, LLC INVESTMENT-RELATED? NO ADDRESS OF OTHER BUSINESS: 715 NE LAURELHURST PLACE NATURE OF OTHER BUSINESS: POPSICLE MANUFACTURER POSTION OR TITLE: INVESTOR/OWNER START DATE OF YOUR RELATIONSHIP: 06/04/18 NUMBER OF HOURS DEVOTED TO BUSINESS: 10 HOURS A QUARTER NUMBER OF HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 0 DUTIES RELATED TO OTHER BUSINESS: INVESTOR/OWNER/BOARDMEMBER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
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