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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-11 |
Branch Locations
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 09/2019 | Present |
| Fisher Investments | Camas | WA | 08/2016 | 09/2019 |
the name of the other business; The Big D Bachelorette Services, LLC whether the business is investment-related; No the address of the other business; 4920 Redwood Dr, McKinney, TX 75070 the nature of the other business; Event hosting your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 09/01/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Dallas, known as "Big D", is a popular bachelorette party destination. This company will specialize in helping decorate the space, primarily with balloons and setting up photo backdrops. It's a passion project to help brides have the bachelorette party of their dreams. No business has started yet. The website domain has been purchased but is not up and running yet. I plan to have a social media presence, but at this time there is not any social media related to this company yet. My name will not be on the website or the social media. No money has been exchanged yet.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
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