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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 | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-11 |
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 |
|---|---|---|---|---|
| Dr. John Long Middle School | Wesley Chapel | FL | 08/2014 | 05/2018 |
| Wiregrass Ranch High School | Wesley Chapel | FL | 08/2018 | 05/2022 |
| Culver's | Wesley Chapel | FL | 06/2020 | 05/2021 |
| Detailing Dudes | Wesley Chapel | FL | 05/2021 | 06/2022 |
| Tvamp | Knoxville | TN | 06/2022 | 07/2022 |
| Crossover Point Advisors | Maitland | FL | 11/2022 | 05/2025 |
| Tvamp | Knoxville | TN | 06/2024 | 08/2024 |
| Lpl Financial | Maitland | FL | 05/2025 | 02/2026 |
| University Of Central Florida | Orlando | FL | 08/2022 | 12/2025 |
| Fisher Investments | Tampa | FL | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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