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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_RES | 2026-08-20 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta, | GA | 05/2011 | 07/2023 |
| Bank Of America, N.A. | Atlanta | GA | 10/2011 | 07/2023 |
| Lpl Financial Llc | Madison | MS | 07/2023 | 09/2025 |
| Trustmark Bank | Madison | MS | 07/2023 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Madison | MS | 09/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Madison | MS | 09/2025 | 02/2026 |
| Fisher Investments | Tampa | FL | 08/2026 | Present |
| New American Funding | Pheonix | AZ | 03/2026 | 05/2026 |
whether the business is investment-related; No the address of the other business;N/A the nature of the other business; Youtube your position; Creator title, or relationship with the other business; Creator the start date of your relationship; 01/27/2025 the approximate number of hours/month you devote to the other business; After work (less than 5 hours / week) the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Youtube channel content with instructional videos regarding juicing, cooking videos.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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