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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-02 |
| TX | RA | APPROVED | 2023-04-10 |
Branch Locations
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
6500 International Parkway Suite 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 01/2021 | Present |
| Burgerville | Vancouver | WA | 06/2014 | 09/2016 |
| University Of Western States | Portland | OR | 09/2016 | 05/2017 |
| Trader Joe's | Vancouver | WA | 05/2017 | 09/2019 |
| City Of Santa Barbara | Santa Barbara | CA | 09/2019 | 09/2020 |
| Homemaking | Vancouver | WA | 10/2020 | 01/2021 |
Notary Public; not investment related; N/A address; 2 hours yearly; nature of business - notary; start date 07/29/2025; duration of time throughout workday; I'm a notary public and assist with internal/FI-related notarizations..
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-10 |
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