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Gregory Michael Moore

Fisher Investments

Camas, WA

Plano, TX

CRD 5693701

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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_RES 2023-09-13
WA RA APPROVED 2011-09-13
  • TX RA
    APPROVED_RES
    Since 2023-09-13
  • WA RA
    APPROVED
    Since 2011-09-13

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • 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
Fisher Investments Woodside CA 03/2010 Present
Other Businesses

the name of the other business; Lorem Ipsum Coffee Roasting/Ezekiel Coffee Co whether the business is investment-related ; No the address of the other business; Washougal, WA the nature of the other business; Coffee Roasting your position; owner/coffee roaster the start date of your relationship; 12/1/21 the approximate number of hours/month you devote to the other business; 1-5 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; Owner and coffee roaster

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-12
S63 Uniform Securities Agent State Law Examination 2009-09-23
  • S65 Uniform Investment Adviser Law Examination
    2011-09-12
  • S63 Uniform Securities Agent State Law Examination
    2009-09-23

View on SEC IAPD

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