Inactive

Carson Nash

Fisher Investments

CRD 8194357

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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	2026-03-11

TX RA
APPROVED

Since 2026-03-11

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	08/2025	Present
Trugreen	Dallas	TX	01/2025	07/2025
Unemployed	Norman	OK	05/2024	01/2025
University Of Oklahoma	Norman	OK	08/2020	05/2024
Coachtube	Norman (Remote)	OK	05/2023	08/2023
Norman North High School	Norman	OK	08/2016	05/2020
Whittier Middle School	Norman	OK	08/2013	05/2016

08/2025 → Present

Fisher Investments

Plano, TX
01/2025 → 07/2025

Trugreen

Dallas, TX
05/2024 → 01/2025

Unemployed

Norman, OK
08/2020 → 05/2024

University Of Oklahoma

Norman, OK
05/2023 → 08/2023

Coachtube

Norman (Remote), OK
08/2016 → 05/2020

Norman North High School

Norman, OK
08/2013 → 05/2016

Whittier Middle School

Norman, OK

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-11

S65 Uniform Investment Adviser Law Examination

2026-03-11

View on SEC IAPD

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