Armand Domingo Chavez

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers

Fisher Investments

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2023-11-16
TX	RA	APPROVED	2022-09-15

WA RA
APPROVED

Since 2023-11-16
TX RA
APPROVED

Since 2022-09-15

Branch Locations

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

5525 N Fisher Creek Dr, Camas, WA 98607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	11/2020	08/2022
Caliber Home Loans	Coppell	TX	09/2020	09/2020
Alliancebernstein	San Antonio	TX	06/2019	06/2020
Baylor University	Waco	TX	08/2015	05/2019
Fisher Investments	Camas	WA	09/2022	Present

11/2020 → 08/2022

Fidelity Investments

Westlake, TX
09/2020 → 09/2020

Caliber Home Loans

Coppell, TX
06/2019 → 06/2020

Alliancebernstein

San Antonio, TX
08/2015 → 05/2019

Baylor University

Waco, TX
09/2022 → Present

Fisher Investments

Camas, WA

Previous Registrations

2021-04-15 → 2022-08-24

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-09

S66 Uniform Combined State Law Examination

2021-04-09

Other Names

Armand Domingo Chavez
Armand Chavez

View on SEC IAPD