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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 | 2026-06-02 |
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 | 05/2026 | Present |
| Truist | Denton | TX | 12/2021 | 06/2022 |
| Truist | Denton | TX | 06/2022 | 05/2024 |
| Truist | Denton | TX | 05/2024 | 04/2026 |
| Jpmorganchase | Denton | TX | 01/2021 | 12/2021 |
| Amazon | Frisco | TX | 03/2021 | 04/2021 |
| Nyx & Hemera Spa | North Plainfield | NJ | 09/2019 | 12/2020 |
| Ramapo College Of New Jersey | Mahwah | NJ | 05/2017 | 12/2020 |
| South Plainfield High School | South Plainfield | NJ | 09/2013 | 05/2017 |
Credere First Holdings, Inc. DBA La Empanada. Not investment related. 2005 Colorado Blvd Apt D, Denton TX 76205. Food Truck. President. 05/2022. +/- 8 hours/week (weekends only). Conduct meetings and grade weekly performance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-07 |
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