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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • 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 | Tampa | FL | 04/2025 | Present |
| University Of Oklahoma | Norman | OK | 08/2020 | 12/2024 |
| Paycom | Tulsa | OK | 06/2024 | 08/2024 |
| Hawx Pest Control | Aliso Viejo | CA | 05/2023 | 07/2023 |
| Dicks Sporting Goods | Jenks | OK | 06/2019 | 08/2019 |
| Cloud Pest Control | Norman | OK | 05/2022 | 07/2022 |
| Jenks Public Schools | Jenks | OK | 08/2014 | 05/2020 |
| Unemployed | Norman | OK | 12/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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