Best Investors Account Sign in
Inactive

Dylan Bartholomew Champagne

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
FL RA APPROVED 2022-05-18
TX RA APPROVED 2020-09-28
  • FL RA
    APPROVED
    Since 2022-05-18
  • TX RA
    APPROVED
    Since 2020-09-28

Branch Locations

3109 W Martin L 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
Fisher Investments Tampa FL 06/2020 Present
Hooked Deals Tuscaloosa AL 05/2016 04/2020
Unemployed Islandia NY 05/2016 08/2017
University Of Alabama Tuscaloosa AL 06/2016 05/2020
G+P Autowash Port Jefferson Station NY 05/2018 08/2018
Best Yet Lake Grove NY 06/2017 08/2017
  • 06/2020 → Present
    Fisher Investments
    Tampa, FL
  • 05/2016 → 04/2020
    Hooked Deals
    Tuscaloosa, AL
  • 05/2016 → 08/2017
    Unemployed
    Islandia, NY
  • 06/2016 → 05/2020
    University Of Alabama
    Tuscaloosa, AL
  • 05/2018 → 08/2018
    G+P Autowash
    Port Jefferson Station, NY
  • 06/2017 → 08/2017
    Best Yet
    Lake Grove, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28

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