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Joshua D Masse

Fisher Investments

San Mateo, CA

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-30
CA RA APPROVED 2013-12-13
  • TX RA
    APPROVED_RES
    Since 2023-05-30
  • CA RA
    APPROVED
    Since 2013-12-13

Branch Locations

1450 Fashion Island Boulevard, San Mateo, CA 94404 • 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 San Mateo CA 09/2006 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-12
  • S65 Uniform Investment Adviser Law Examination
    2013-12-12

View on SEC IAPD

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CLAY DEAN WILLIAM STAFFORD
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Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA
FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA
EAGLE STRATEGIES LLC · SAN MATEO, CA
LPL FINANCIAL LLC · SAN MATEO, CA
FISHER INVESTMENTS · SAN MATEO, CA
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