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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 | 2023-09-26 |
| FL | RA | APPROVED | 2022-05-20 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Tampa | FL | 01/2022 | Present |
| Iqpc | Tampa | FL | 05/2021 | 01/2022 |
| All Real Estate And Investments | Orlando | FL | 08/2020 | 05/2021 |
| Texas Roadhouse | Orlando | FL | 07/2020 | 05/2021 |
| Ucf Cweb Program (Lockheed Martin) | Orlando | FL | 10/2018 | 02/2020 |
| Francescas | Orlando | FL | 08/2018 | 10/2018 |
| High School-Wharton | Tampa | FL | 08/2013 | 05/2017 |
| University Of Central Florida | Orlando | FL | 08/2017 | 05/2021 |
the name of the other business; Doordash whether the business is investment-related; No the nature of the other business; Food delivery service your position; Deliver food title, or relationship with the other business; Dasher the start date of your relationship; 6/1/24 the approximate number of hours/month you devote to the other business; Weekends the number of hours you devote to the other business during securities trading hours; Weekends and briefly describe your duties relating to the other business; Deliver food
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-10 |
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