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William Worley

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-19
TX RA APPROVED 2024-01-24
  • FL RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED
    Since 2024-01-24

Branch Locations

3109 W Dr Martin Luther King Jr Blvd Suite 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 07/2023 Present
New York Life Fort Worth TX 12/2022 06/2023
The Coop Oxford MS 10/2020 09/2022
Jersey Mikes Bend OR 01/2014 07/2020
  • 07/2023 → Present
    Fisher Investments
    Tampa, FL
  • 12/2022 → 06/2023
    New York Life
    Fort Worth, TX
  • 10/2020 → 09/2022
    The Coop
    Oxford, MS
  • 01/2014 → 07/2020
    Jersey Mikes
    Bend, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-23
  • S65 Uniform Investment Adviser Law Examination
    2024-01-23

View on SEC IAPD

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