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Joshua Brink

Fisher Investments

Tampa, FL

Plano, TX

CRD 7507709

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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
FL RA APPROVED 2022-10-14
TX RA APPROVED 2022-10-07
  • FL RA
    APPROVED
    Since 2022-10-14
  • TX RA
    APPROVED
    Since 2022-10-07

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Ste 600, Tampa, FL 33607 • 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 Tampa FL 02/2022 Present
Fifth Third Bank Tampa FL 09/2021 02/2022
Fifth Third Bank Louisville KY 10/2020 09/2021
Fifth Third Bank Louisville KY 06/2019 10/2020
Fifth Third Bank Louisville KY 05/2018 06/2019
Gray's College Bookstore Louisville KY 08/2014 05/2018
University Of Louisville Louisville KY 09/2012 12/2016
  • 02/2022 → Present
    Tampa, FL
  • 09/2021 → 02/2022
    Fifth Third Bank
    Tampa, FL
  • 10/2020 → 09/2021
    Fifth Third Bank
    Louisville, KY
  • 06/2019 → 10/2020
    Fifth Third Bank
    Louisville, KY
  • 05/2018 → 06/2019
    Fifth Third Bank
    Louisville, KY
  • 08/2014 → 05/2018
    Gray's College Bookstore
    Louisville, KY
  • 09/2012 → 12/2016
    University Of Louisville
    Louisville, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-10-07
Other Names
  • Josh Brink

View on SEC IAPD

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