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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 | 2026-02-12 |
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Dallas | TX | 06/2025 | 01/2026 |
| Mml Investors Services, Llc | Dallas | TX | 10/2025 | 01/2026 |
| Mcafee, Llc | Frisco | TX | 04/2004 | 08/2024 |
| Unemployed | Frisco | TX | 09/2024 | 05/2025 |
| Fisher Investments | Plano | TX | 01/2026 | Present |
NAME: TAYLORS TEXAS TIMEOUTS LLC INV REL: Y ADD: RESIDENTIAL NATURE: SHORT TERM RENTAL POSITION: MANAGER/OWNER START DATE: 01/25/2023 No. HR/MO: 2. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: MANAGE, CONTROL AND OPERATE THE COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-28 |
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