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Sullivan Beck Morse

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
OR RA APPROVED 2024-07-09
TX RA APPROVED 2024-07-09
WA RA APPROVED 2024-07-09
  • OR RA
    APPROVED
    Since 2024-07-09
  • TX RA
    APPROVED
    Since 2024-07-09
  • WA RA
    APPROVED
    Since 2024-07-09

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
Ida Culver House Broadview Seattle WA 07/2012 01/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2018 05/2021
Northwestern Mutual Investment Services Llc Seattle WA 06/2018 05/2021
Ida Culver House Broadview Seattle WA 07/2012 01/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 02/2018 05/2021
Northwestern Mutual Investment Services Llc Seattle WA 06/2018 05/2019
Northwestern Mutual Investment Services Llc Seattle WA 07/2019 05/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2019 05/2021
Fisher Investments Camas WA 05/2024 Present
Amazon Hillsboro OR 05/2021 04/2024
  • 07/2012 → 01/2018
    Ida Culver House Broadview
    Seattle, WA
  • 02/2018 → 05/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 05/2021
    Northwestern Mutual Investment Services Llc
    Seattle, WA
  • 07/2012 → 01/2018
    Ida Culver House Broadview
    Seattle, WA
  • 02/2018 → 05/2021
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 05/2019
    Northwestern Mutual Investment Services Llc
    Seattle, WA
  • 07/2019 → 05/2021
    Northwestern Mutual Investment Services Llc
    Seattle, WA
  • 12/2019 → 05/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2024 → Present
    Fisher Investments
    Camas, WA
  • 05/2021 → 04/2024
    Amazon
    Hillsboro, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-09
S63 Uniform Securities Agent State Law Examination 2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2024-07-09
  • S63 Uniform Securities Agent State Law Examination
    2019-10-18
Other Names
  • Sullivan Beck Morse
  • Sully Morse
  • Sullivan Beck Morse
  • Sully Morse

View on SEC IAPD

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