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Adam Frederick Coleman

Fisher\Smb

Carrollton, TX

Vancouver, WA

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Current Employers
Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-12-23
  • WA RA
    APPROVED
    Since 2025-12-23

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

222 Ne Park Plaza Unit 205, Vancouver, WA 98684 • 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
Fisher Investments Camas WA 09/2012 07/2024
Fisher Retirement Solutions Llc Dba Fisher\Smb Vancouver WA 07/2024 Present
  • 09/2012 → 07/2024
    Fisher Investments
    Camas, WA
  • 07/2024 → Present
    Fisher Retirement Solutions Llc Dba Fisher\Smb
    Vancouver, WA
Previous Registrations
  • 2008-01-03 → 2010-06-22
    Wells Fargo Investments, Llc
    Vancouver, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
S63 Uniform Securities Agent State Law Examination 2006-01-20
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22
  • S63 Uniform Securities Agent State Law Examination
    2006-01-20

View on SEC IAPD

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