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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Plano | TX | 06/2022 | Present |
| Hper Recreation | Fayetteville | AR | 11/2019 | 06/2023 |
| Elevate Gymnastics | Richardson | TX | 03/2015 | 12/2022 |
the name of the other business; Abounding Events Wedding Company whether the business is investment-related; No the address of the other business; Sherman, TX 75090 the nature of the other business; Weddings your position; Part Time Wedding Coordinator title, or relationship with the other business; employee the start date of your relationship; 2/10/2024 the approximate number of hours/month you devote to the other business; 3-6 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; assistant to a wedding planner who plans and organizes weddings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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