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Garett Lee Holton

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 2025-09-18
TX RA APPROVED 2025-09-16
  • FL RA
    APPROVED
    Since 2025-09-18
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

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

3109 W Martin L King Jr. Blvd Suite 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
Radian Guarantee Philidelpha PA 11/2015 03/2020
Rwm Home Loans San Diego CA 03/2020 11/2022
Gradient Advisors, Llc Arden Hills MN 11/2023 08/2025
Unemployed Greensboro NC 11/2022 10/2023
Independent Insurance Agent Greensboro NC 10/2023 08/2025
Whichard Roach Financial Greensboro NC 05/2025 08/2025
Gradient Investments, Llc Arden Hills MN 05/2025 08/2025
Fisher Investments Plano TX 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-14
  • S65 Uniform Investment Adviser Law Examination
    2023-10-14

View on SEC IAPD

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