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Sofia Engel

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 2023-12-15
TX RA APPROVED 2023-12-11
  • FL RA
    APPROVED
    Since 2023-12-15
  • TX RA
    APPROVED
    Since 2023-12-11

Branch Locations

3109 W Dr. Martin Luther King Jr. Blvd Suite 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 08/2023 Present
Dispo Gainseville FL 01/2022 05/2022
Maison 276 Remote FL 05/2021 09/2021
University Of Florida Gainseville FL 06/2019 05/2023
School Tampa FL 08/2013 06/2019
  • 08/2023 → Present
    Fisher Investments
    Tampa, FL
  • 01/2022 → 05/2022
    Dispo
    Gainseville, FL
  • 05/2021 → 09/2021
    Maison 276
    Remote, FL
  • 06/2019 → 05/2023
    University Of Florida
    Gainseville, FL
  • 08/2013 → 06/2019
    School
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-11
  • S65 Uniform Investment Adviser Law Examination
    2023-12-11

View on SEC IAPD

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