Inactive

Cory Mckendrick

Fisher Investments

CRD 7468810

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-16

TX RA
APPROVED

Since 2025-06-16

Branch Locations

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

Organization	City	State	From	To
Moreton Capital Markets	Salt Lake City	UT	06/2021	06/2025
Adp	Salt Lake City	UT	04/2020	06/2021
Utah State University	Logan	UT	08/2019	04/2020
Tooele Army Depot	Tooele	UT	05/2016	08/2019
Utah State University	Price	UT	08/2015	05/2020
Fisher Investments	Plano	TX	06/2025	Present

06/2021 → 06/2025

Moreton Capital Markets

Salt Lake City, UT
04/2020 → 06/2021

Adp

Salt Lake City, UT
08/2019 → 04/2020

Utah State University

Logan, UT
05/2016 → 08/2019

Tooele Army Depot

Tooele, UT
08/2015 → 05/2020

Utah State University

Price, UT
06/2025 → Present

Fisher Investments

Plano, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-21
S66	Uniform Combined State Law Examination	2022-02-22

S65 Uniform Investment Adviser Law Examination

2025-05-21
S66 Uniform Combined State Law Examination

2022-02-22

View on SEC IAPD

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