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Miles Roberts

Fisher Investments

Camas, WA

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-10
WA RA APPROVED 2024-12-10
  • TX RA
    APPROVED
    Since 2024-12-10
  • WA RA
    APPROVED
    Since 2024-12-10

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • 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
Community Choice Credit Union New Hudson MI 03/2023 07/2024
Thredbo Alpine Hotel Thredbo 04/2019 04/2021
Timberline Lodge & Ski Resort Government Camp OR 07/2017 09/2018
N/A N/A 09/2018 04/2019
N/A Bloomfield Hills MI 10/2014 07/2017
Fisher Investments Camas WA 10/2024 Present
N/A Rochester Hills MI 07/2024 10/2024
N/A Bloomfield Hills MI 04/2021 03/2023
  • 03/2023 → 07/2024
    Community Choice Credit Union
    New Hudson, MI
  • 04/2019 → 04/2021
    Thredbo Alpine Hotel
    Thredbo
  • 07/2017 → 09/2018
    Timberline Lodge & Ski Resort
    Government Camp, OR
  • 09/2018 → 04/2019
    N/A
    N/A
  • 10/2014 → 07/2017
    N/A
    Bloomfield Hills, MI
  • 10/2024 → Present
    Fisher Investments
    Camas, WA
  • 07/2024 → 10/2024
    N/A
    Rochester Hills, MI
  • 04/2021 → 03/2023
    N/A
    Bloomfield Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-10
  • S65 Uniform Investment Adviser Law Examination
    2024-12-10

View on SEC IAPD

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