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Joshua Jonovan Sequeira Tenorio

Fisher Investments

Plano, TX

Heredia

CRD 8151509

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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

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-13
WA RA APPROVED 2025-11-13
  • CA RA
    APPROVED
    Since 2025-11-13
  • WA RA
    APPROVED
    Since 2025-11-13

Branch Locations

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

Zona Franca America, Edifício E21, Sexto Piso San Francisco, Heredia 40103 • Costa Rica

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
OrganizationCityStateFromTo
Fisher Investments Woodside CA 08/2025 Present
Accenture Heredia 09/2022 06/2025
Soldi Enterprises San Jose 05/2019 07/2022
The Results Company Heredia 02/2015 04/2019
  • 08/2025 → Present
    Fisher Investments
    Woodside, CA
  • 09/2022 → 06/2025
    Accenture
    Heredia
  • 05/2019 → 07/2022
    Soldi Enterprises
    San Jose
  • 02/2015 → 04/2019
    The Results Company
    Heredia
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

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