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Kevin Edward Bergeron

Fisher Investments

Plano, TX

Tampa, FL

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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 2024-10-28
TX RA APPROVED 2024-10-23
  • FL RA
    APPROVED
    Since 2024-10-28
  • TX RA
    APPROVED
    Since 2024-10-23

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

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
Morgan Stanley Temple Terrace FL 03/2017 10/2024
Us Health Group Orlando FL 11/2016 02/2017
Spark Wireless Tampa FL 03/2015 11/2016
Morgan Stanley Private Bank, N.A. New York NY 06/2018 10/2024
Fisher Investments Tampa FL 10/2024 Present
  • 03/2017 → 10/2024
    Morgan Stanley
    Temple Terrace, FL
  • 11/2016 → 02/2017
    Us Health Group
    Orlando, FL
  • 03/2015 → 11/2016
    Spark Wireless
    Tampa, FL
  • 06/2018 → 10/2024
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2024 → Present
    Fisher Investments
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2017-08-14

View on SEC IAPD

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