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Oscar Bryce Minnix

Fisher Investments

Plano, TX

CRD 7938017

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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
TX RA APPROVED 2024-08-07
  • TX RA
    APPROVED
    Since 2024-08-07

Branch Locations

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 Plano TX 06/2024 Present
Mai Capital Management Independence OH 08/2022 05/2024
Park Place Technologies Mayfield Hts OH 10/2021 08/2022
Park Place Technologies Mayfield Hts OH 03/2020 10/2021
Amazon Columbus OH 01/2019 11/2019
Kent State University Kent OH 08/2015 09/2018
Unemployed Cleveland OH 11/2019 03/2020
Unemployed Kent OH 09/2018 01/2019
  • 06/2024 → Present
    Plano, TX
  • 08/2022 → 05/2024
    Mai Capital Management
    Independence, OH
  • 10/2021 → 08/2022
    Park Place Technologies
    Mayfield Hts, OH
  • 03/2020 → 10/2021
    Park Place Technologies
    Mayfield Hts, OH
  • 01/2019 → 11/2019
    Amazon
    Columbus, OH
  • 08/2015 → 09/2018
    Kent State University
    Kent, OH
  • 11/2019 → 03/2020
    Unemployed
    Cleveland, OH
  • 09/2018 → 01/2019
    Unemployed
    Kent, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06
Other Names
  • Bryce Minnix
  • O Bryce Minnix

View on SEC IAPD

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