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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED | 2024-08-26 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
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 | Tampa | FL | 02/2024 | Present |
| Vivint Smart Home | Phoenix | AZ | 03/2018 | 02/2020 |
| Colorado 24/7 Fitness | Rifle | CO | 03/2020 | 11/2020 |
| School | Phoenix | AZ | 08/2020 | 08/2021 |
| Infinityqs International | Fairfax | VA | 08/2021 | 09/2022 |
| Novolyze | Bethesda | MD | 10/2022 | 07/2023 |
| Vision Solar | Tampa | FL | 09/2023 | 12/2023 |
| School | Glenwood Springs | CO | 08/2013 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
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