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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-07 |
| MO | RA | APPROVED | 2018-09-06 |
| IL | RA | APPROVED | 2007-07-19 |
Branch Locations
Lake Forest, IL • United States
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 | Woodside | CA | 07/2007 | Present |
?Name of the other business: TEMPLE AM SHALOM ?Investment-related? NO ?Address of the other business:840 VERNON AVENUE, GLENCOE, IL 60022 ?Nature of the other business: RELIGIOUS ?Position, title, or relationship with the other business: MEMBER, BOARD OF TRUSTEES ?Start date of your relationship: 07/01/20 ?Approximate number of hours/month you devote to the other business: ONE TO FIVE ?Number of hours you devote to the other business during securities trading hours: ZERO ?Duties relating to the other business:ASSIST IN SUPPORT OF THE GENERAL BUSINESS OF THE TEMPLE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-11 |
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