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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 | 2025-10-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2022 | 04/2023 |
| Dickey's Barbecue Restaurants, Inc. | Dallas | TX | 05/2020 | 07/2022 |
| Jimmy John's Corporate | Champaign | IL | 04/2017 | 04/2020 |
| Jimmy John's | Orlando | FL | 11/2016 | 04/2017 |
| Hudson's Furniture | Orlando | FL | 07/2016 | 10/2016 |
| Uber | Dallas | TX | 07/2016 | 07/2022 |
| Turo | Orlando | FL | 09/2016 | 03/2017 |
| Thrivent Financial | Appleton | WI | 08/2022 | 04/2023 |
| Ameriprise Financial Services, Llc | Arlington | TX | 04/2023 | 10/2025 |
| Fisher Investments | Plano | TX | 10/2025 | Present |
Rental property. I am going to be renting out my current residence when we move and actively managing the property myself. 913 Michelle Dr, Midlothian, TX. It is an investment but not related to securities. I plan on spending 5 hours/month on this. Start date will be when permanent address is updated. St. Nektarios Orthodox Church; not investment related; 604 Water St, Waxahachie, TX, 75165; Council Member; 04/26/26; 2 hrs/mo on weekends; I will be a voting member of the council directing use of church funds, but I do not have direct control of the assets/accounts myself.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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