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Barnez Chatelain

Fisher Investments

Tampa, FL

Plano, TX

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Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-04
TX RA APPROVED 2023-11-28
  • FL RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED
    Since 2023-11-28

Branch Locations

3109 W Martin L King Jr Blvd Ste 600, Tampa, FL 33607 • 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 Tampa FL 08/2021 08/2023
Fisher Investments Tampa FL 08/2023 Present
University Of Alabama Tuscaloosa AL 08/2020 05/2021
State Farm Atlanta GA 06/2020 07/2020
University Of Alabama Tuscaloosa AL 08/2018 05/2020
Chubb Alpharetta GA 06/2018 07/2018
University Of Alabama Tuscaloosa AL 08/2017 05/2018
High School - Student Suwanee GA 08/2013 07/2017
  • 08/2021 → 08/2023
    Tampa, FL
  • 08/2023 → Present
    Tampa, FL
  • 08/2020 → 05/2021
    University Of Alabama
    Tuscaloosa, AL
  • 06/2020 → 07/2020
    State Farm
    Atlanta, GA
  • 08/2018 → 05/2020
    University Of Alabama
    Tuscaloosa, AL
  • 06/2018 → 07/2018
    Chubb
    Alpharetta, GA
  • 08/2017 → 05/2018
    University Of Alabama
    Tuscaloosa, AL
  • 08/2013 → 07/2017
    High School - Student
    Suwanee, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-28
  • S65 Uniform Investment Adviser Law Examination
    2023-11-28

View on SEC IAPD

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