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Fisher Investments CRD 107342
$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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-04 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Myplace Llc | Santa Fe | NM | 02/2021 | 03/2023 |
| Axomo | Springville | UT | 10/2020 | 03/2021 |
| Brigham Young University | Provo | UT | 08/2019 | 01/2022 |
| Namify | Springville | UT | 06/2020 | 10/2020 |
| Iowa Senate | Des Moines | IA | 11/2016 | 05/2017 |
| Van Meter High School | Van Meter | IA | 08/2013 | 05/2017 |
| Unemployed | Van Meter | IA | 05/2017 | 08/2017 |
| The Church Of Jesus Christ Of Latter-Day Saints | Van Meter | IA | 08/2017 | 08/2019 |
| Fidelity Investments | American Fork | UT | 03/2023 | 07/2024 |
| Des Moines Area Community College | West Des Moines | IA | 01/2015 | 01/2017 |
| Fisher Investments | Tampa | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-09 |
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