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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-30 |
| WA | RA | APPROVED | 2025-04-30 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 | Camas | WA | 08/2021 | Present |
| Jimmy Johns | Madison | WI | 01/2021 | 05/2021 |
| Morningstar, Inc | Chicago | IL | 07/2020 | 08/2020 |
| Straight Arrow Financial Group | Richfield | WI | 06/2019 | 08/2019 |
| Johnson's Nursery | Menomonee Falls | WI | 05/2018 | 08/2018 |
| Village Of Sussex | Sussex | WI | 05/2017 | 08/2017 |
| Unemployed | Sussex | WI | 05/2021 | 08/2021 |
| Student At University Of Wisconsin-Madison | Madison | WI | 08/2017 | 05/2021 |
| Student In High School | Sussex | WI | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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