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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-07 |
| WA | RA | APPROVED | 2024-03-07 |
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 | 01/2024 | Present |
| Parametric Portfolio Associates | Seattle | WA | 07/2019 | 08/2021 |
| Occidental College | Los Angeles | CA | 09/2018 | 05/2019 |
| Outdoor Emporium | Seattle | WA | 06/2017 | 08/2017 |
| Occidental College | Los Angeles | CA | 09/2015 | 05/2019 |
| Rice University | Houston | TX | 07/2021 | 06/2023 |
| Unemployed | Bellevue | WA | 07/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-07 |
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