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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-14 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-07 |
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