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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
| WA | RA | APPROVED | 2024-10-22 |
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 | Camas | WA | 05/2024 | Present |
| Oyo Hotels | Vancouver | WA | 11/2019 | 06/2022 |
| Banfield Pet Hospitals | Vancouver | WA | 07/2016 | 04/2019 |
| Student | Vancouver | WA | 05/2019 | 11/2019 |
| Joshua Tree Homesteader Cabin, Llc | Vancouver | WA | 06/2022 | 05/2024 |
the name of the other business;Joshua Tree Homesteader Cabin, LLC whether the business is investment-related; No the address of the other business; Joshua Tree, CA 92252 the nature of the other business; Investment Property your position; Sole Member title, or relationship with the other business; Sole Member the start date of your relationship; 5/6/24 the approximate number of hours/month you devote to the other business; 16-20 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Investment Property Owner the name of the other business; HP Ops, LLC whether the business is investment-related; No the address of the other business; PO Box 3304 Page, AZ 86040 the nature of the other business; Real Estate investment property; short-term & long-term rentals. your position; Managing Partner title, or relationship with the other business; Managing Partner the start date of your relationship; 5/15/2024 the approximate number of hours/month you devote to the other business; 4 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; RE investment property; short-term & long-term rentals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-22 |
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