John Curtis Clausen

$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	2023-09-14
WA	RA	APPROVED	2022-01-25

Branch Locations

5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Columbus	GA	05/2017	05/2020
Aerospace Coatings International	Oxford	AL	06/2016	05/2017
Bank Of America, N.A.	Columbus	GA	10/2017	05/2020
Morgan Stanley Smith Barney Llc	Columbus	GA	05/2020	12/2021
Morgan Stanley Private Bank, N.A	New York	NY	07/2020	12/2021
Fisher Investments	Camas	WA	01/2022	Present

05/2017 → 05/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Columbus, GA
06/2016 → 05/2017

Aerospace Coatings International

Oxford, AL
10/2017 → 05/2020

Bank Of America, N.A.

Columbus, GA
05/2020 → 12/2021

Morgan Stanley Smith Barney Llc

Columbus, GA
07/2020 → 12/2021

Morgan Stanley Private Bank, N.A

New York, NY
01/2022 → Present

Fisher Investments

Camas, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-25