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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-29 |
| WA | RA | APPROVED | 2023-11-29 |
Branch Locations
5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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 | 05/2008 | 01/2020 |
| Coen Investments, Llc | Vancouver | WA | 01/2020 | 11/2023 |
| Origin Financial | San Francisco | CA | 12/2021 | 11/2023 |
| Fisher Investments | Camas | WA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-28 |
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