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Makayla Bowman

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-19
TX RA APPROVED_RES 2025-06-13
  • FL RA
    APPROVED
    Since 2025-06-19
  • TX RA
    APPROVED_RES
    Since 2025-06-13

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Ste 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
The Maher Law Firm Winter Park FL 08/2014 01/2017
Lighthouse Property Insurance Orlando FL 01/2017 09/2018
Destiny Wealth Partners Winter Park FL 09/2018 11/2021
Resources Investment Advisors, Llc Overland Park KS 11/2021 02/2025
Fisher Investments Tampa FL 06/2025 Present
Unemployed Sanford FL 03/2025 05/2025
  • 08/2014 → 01/2017
    The Maher Law Firm
    Winter Park, FL
  • 01/2017 → 09/2018
    Lighthouse Property Insurance
    Orlando, FL
  • 09/2018 → 11/2021
    Destiny Wealth Partners
    Winter Park, FL
  • 11/2021 → 02/2025
    Resources Investment Advisors, Llc
    Overland Park, KS
  • 06/2025 → Present
    Tampa, FL
  • 03/2025 → 05/2025
    Unemployed
    Sanford, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2021-03-29

View on SEC IAPD

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