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4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
Branch Locations
4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Video Only | Beaverton | OR | 01/2017 | 04/2018 |
| Villa Edar | Tambo | 01/2016 | 01/2017 | |
| Fisher Investments | Tampa | FL | 04/2018 | 07/2024 |
| Fisher Retirement Solutions Llc | Riverview | FL | 07/2024 | 11/2024 |
| Fisher Retirement Solutions Llc | Plano | TX | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
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