Inactive

Mack Price Colen

Fisher Investments

CRD 7151747

Claim This Profile

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
FL	RA	APPROVED	2023-12-07
TX	RA	APPROVED	2023-12-05

FL RA
APPROVED

Since 2023-12-07
TX RA
APPROVED

Since 2023-12-05

Branch Locations

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

3405 W Martin Luther King Jr. Blvd Suite 300, Tampa, FL 33607 • 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

Organization	City	State	From	To
Robinhood Financial, Llc	Lake Mary	FL	07/2019	06/2022
Fitness For $10	Brandon	FL	08/2015	07/2019
Robinhood Markets, Inc	Lake Mary	FL	06/2022	09/2023
Fisher Investments	Tampa	FL	10/2023	Present

07/2019 → 06/2022

Robinhood Financial, Llc

Lake Mary, FL
08/2015 → 07/2019

Fitness For $10

Brandon, FL
06/2022 → 09/2023

Robinhood Markets, Inc

Lake Mary, FL
10/2023 → Present

Fisher Investments

Tampa, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-05
S63	Uniform Securities Agent State Law Examination	2020-11-25

S65 Uniform Investment Adviser Law Examination

2023-12-05
S63 Uniform Securities Agent State Law Examination

2020-11-25

View on SEC IAPD

More in Plano, TX

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor