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Frederic M Urena Santos

Fisher Investments

Plano, TX

Tampa, FL

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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 2024-02-26
TX RA APPROVED 2024-02-05
  • FL RA
    APPROVED
    Since 2024-02-26
  • TX RA
    APPROVED
    Since 2024-02-05

Branch Locations

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

3109 W Dr. Martin Luther King Blvd Ste 600, Tampa, FL 33607 • 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 10/2023 Present
Members 1St Fcu Willow Street PA 12/2018 09/2023
Nike Lancaster PA 03/2017 08/2019
Garden Spot High School New Holland PA 01/2013 06/2017
  • 10/2023 → Present
    Fisher Investments
    Tampa, FL
  • 12/2018 → 09/2023
    Members 1St Fcu
    Willow Street, PA
  • 03/2017 → 08/2019
    Nike
    Lancaster, PA
  • 01/2013 → 06/2017
    Garden Spot High School
    New Holland, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05
Other Names
  • Freddy Santos
  • Frederic M Urena Santos

View on SEC IAPD

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