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Pathsetter Financial CRD 317577
29 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Coppell, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pepsico | Plano | TX | 08/1982 | 01/2021 |
| Fisher Wo Advisors, Llc D.b.a. Pathsetter Financial | Coppell | TX | 03/2021 | Present |
the name of the other business; Fisher WO Advisors, LLC whether the business is investment-related; No the address of the other business; 136 Park Valley Court, Coppell, Texas 75019 the nature of the other business; Supply Chain Consulting your position; Principal the start date of your relationship; 02/2021 the approximate number of hours/month you devote to the other business; 20 per month the number of hours you devote to the other business during securities trading hours; 10 hours per month and briefly describe your duties relating to the other business; Consulting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-12 |
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