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Logan Davis

Fisher Investments

Plano, TX

Tampa, FL

CRD 7916703

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-24
TX RA APPROVED 2026-04-21
  • FL RA
    APPROVED
    Since 2026-04-24
  • TX RA
    APPROVED
    Since 2026-04-21

Branch Locations

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

3109 W Dr. Martin Luther 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
Florida Financial Advisors Tampa FL 01/2025 12/2025
Bath Local Schools Lima OH 01/2014 05/2020
The University Of Findlay Findlay OH 07/2020 01/2025
Double Decker Tampa FL 03/2025 08/2025
Fisher Investments Tampa FL 02/2026 Present
  • 01/2025 → 12/2025
    Florida Financial Advisors
    Tampa, FL
  • 01/2014 → 05/2020
    Bath Local Schools
    Lima, OH
  • 07/2020 → 01/2025
    The University Of Findlay
    Findlay, OH
  • 03/2025 → 08/2025
    Double Decker
    Tampa, FL
  • 02/2026 → Present
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17

View on SEC IAPD

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