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Timothy Patrick Brand

Fisher Investments

Tampa, FL

Plano, TX

CRD 2502954

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-26
FL RA APPROVED 2022-02-01
  • TX RA
    APPROVED
    Since 2023-07-26
  • FL RA
    APPROVED
    Since 2022-02-01

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Templeton Distributors, Inc. St. Petersburg FL 09/2014 07/2019
Fisher Investments Tampa FL 12/2021 Present
City Of Saint Petersburg Saint Petersburg FL 06/2020 08/2021
Unemployed Saint Petersburg FL 08/2021 12/2021
Unemployed Saint Petersburg FL 07/2019 06/2020
  • 09/2014 → 07/2019
    Franklin Templeton Distributors, Inc.
    St. Petersburg, FL
  • 12/2021 → Present
    Fisher Investments
    Tampa, FL
  • 06/2020 → 08/2021
    City Of Saint Petersburg
    Saint Petersburg, FL
  • 08/2021 → 12/2021
    Unemployed
    Saint Petersburg, FL
  • 07/2019 → 06/2020
    Unemployed
    Saint Petersburg, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-24
S63 Uniform Securities Agent State Law Examination 1996-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-01-24
  • S63 Uniform Securities Agent State Law Examination
    1996-10-07
Other Names
  • Timothy Patrick Brand

View on SEC IAPD

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