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Peyton Mobley-Mcdaniel

Fisher Investments

Camas, WA

Plano, TX

CRD 7724273

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-20
OR RA APPROVED 2023-07-03
WA RA APPROVED 2023-07-03
  • TX RA
    APPROVED
    Since 2023-12-20
  • OR RA
    APPROVED
    Since 2023-07-03
  • WA RA
    APPROVED
    Since 2023-07-03

Branch Locations

5525 Nw Fisher Creek Drive, 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
Fisher Investments Camas WA 01/2021 Present
Kingsland Kitchen Portland OR 06/2020 06/2021
Punch Bowl Social Portland OR 11/2019 06/2020
Tot Restaurant Ashland OR 01/2015 09/2019
  • 01/2021 → Present
    Fisher Investments
    Camas, WA
  • 06/2020 → 06/2021
    Kingsland Kitchen
    Portland, OR
  • 11/2019 → 06/2020
    Punch Bowl Social
    Portland, OR
  • 01/2015 → 09/2019
    Tot Restaurant
    Ashland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2023-07-03
Other Names
  • Peyton Mobley
  • Peyton Mobley-Mcdaniel

View on SEC IAPD

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