Inactive

Max Murdock

Fisher Investments

CRD 8007272

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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
TX	RA	APPROVED	2025-01-16

TX RA
APPROVED

Since 2025-01-16

Branch Locations

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

Organization	City	State	From	To
Fisher Investments	Plano	TX	07/2022	Present
Bancfirst	Norman	OK	05/2021	05/2022
Reasor's	Owasso	OK	04/2020	08/2020
Bailey Ranch Golf Course	Owasso	OK	05/2019	08/2019
Wheels And Thrills	Owasso	OK	08/2017	08/2019
Owasso High School	Owasso	OK	08/2014	05/2018
University Of Oklahoma	Norman	OK	08/2018	05/2022

07/2022 → Present

Fisher Investments

Plano, TX
05/2021 → 05/2022

Bancfirst

Norman, OK
04/2020 → 08/2020

Reasor's

Owasso, OK
05/2019 → 08/2019

Bailey Ranch Golf Course

Owasso, OK
08/2017 → 08/2019

Wheels And Thrills

Owasso, OK
08/2014 → 05/2018

Owasso High School

Owasso, OK
08/2018 → 05/2022

University Of Oklahoma

Norman, OK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-15

S65 Uniform Investment Adviser Law Examination

2025-01-15

View on SEC IAPD

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