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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 | 2023-07-15 |
| CA | RA | APPROVED | 2017-05-30 |
Branch Locations
1450 Fashion Island Boulevard, San Mateo, CA 94404 • 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 |
|---|---|---|---|---|
| Lg Marketing Consulting | San Francisco | CA | 10/2012 | 12/2016 |
| Fisher Investments | San Mateo | CA | 01/2016 | Present |
OUTSIDE BUSINESS ACTIVITY #1: --Name of the business? OWN CONDO TOWNHOUSE --Investment-related? NO --Address of the other business: 9921 US HIGHWAY 34, GRAND LAKE, CO --Nature of the other business: RENTAL PROPERTY --Position, title, or relationship with the other business: OWNER --Start date of your relationship: JANUARY 2004 --Approximate number of hours/month you devote to the other business: 1 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: OCCASIONALLY DISCUSS MAINTENANCE ISSUES WITH PROPERTY MANAGER OUTSIDE BUSINESS ACTIVITY #2: --Name of the business? BOYSTOWN --Investment-related? NO --Address of the other business: 14100 CRAWFORD STREETM BOYS TOWN, NE 68010 --Nature of the other business: NON-PROFIT --Position, title, or relationship with the other business: BOARD-MEMBER FOR MARKETING COMMITTEE AND AUDIT AND FINANCE COMMITTEE --Start date of your relationship: OCTOBER 2015 --Approximate number of hours/month you devote to the other business: 2-3 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: PROVIDE MARKETING GUIDANCE OUTSIDE BUSINESS ACTIVITY #3: --Name of the business? VARO MONEY INC. --Investment-related? NO --Address of the other business: 77 GEARY STREET, SUITE 515, SAN FRANCISCO, --Nature of the other business: MOBILE BANKING AND LENDING SERVICES --Position, title, or relationship with the other business: MARKETING ADVISOR --Start date of your relationship: --Approximate number of hours/month you devote to the other business: 2 --Number of hours you devote to the other business during securities trading hours: 0 --Duties relating to the other business: PROVIDE MARKETING ADVICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-30 |
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