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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-31 |
| CA | RA | APPROVED | 2021-12-01 |
Branch Locations
1450 Fashion Island Boulevard Suite 300, San Mateo, CA 94404 • 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 | San Mateo | CA | 08/2019 | Present |
| Fisher Investments | San Mateo | CA | 09/2017 | 08/2019 |
| American Family Insurance | Madison | WI | 05/2016 | 08/2017 |
| Uw-Madison Division Of Information Technology | Madison | WI | 05/2015 | 05/2017 |
| University Of Wisconsin Madison | Madison | WI | 09/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-30 |
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