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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
| FL | RA | APPROVED | 2022-05-02 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 04/2022 | Present |
| The Center For Special Needs Trust Administration, Inc. | Clearwater | FL | 08/2015 | 01/2022 |
| Unemployed | Tampa | FL | 01/2022 | 04/2022 |
the name of the other business; Notary Public for the State of Florida whether the business is investment-related; No the address of the other business; 6006 N. Florida Ave. Unit 1215 Tampa, FL 33604 the nature of the other business; Notary the start date of your relationship;2/2/16 the approximate number of hours/month you devote to the other business;1-5 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; performing notarial duties
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