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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
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 | Plano | TX | 11/2025 | Present |
| Isn Software Corporation | Dallas | TX | 09/2022 | 07/2025 |
| Vmly&R | Frisco | TX | 06/2022 | 08/2022 |
| El Portal Holdings Llc | Dallas | TX | 07/2025 | 11/2025 |
| Baylor University | Waco | TX | 08/2018 | 05/2022 |
| Mi Cocina | Frisco | TX | 02/2018 | 06/2018 |
| Reedy High School | Frisco | TX | 06/2014 | 07/2018 |
- Name: Legends Global - Toyota Music Factory - Investment Related: No - Address of the business: 61 Broadway, Suite 2400 NEW YORK, NY 10006 - Nature: Entertainment / Concert venue - Position: Concession Stand Supervisor - Start Date: 2/18/26 - Approximate Number of hours a Month: Part-time / 40 hours a month - Number of hours devoted during securities trading hours: 0 - Duties relating to this business: Supporting Concession staff, counting inventory and making sure that regulations are followed during concerts
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
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