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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
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 | Plano | TX | 04/2024 | Present |
| Pwc | Seattle | WA | 06/2022 | 08/2022 |
| Joey Bellevue | Bellevue | WA | 07/2021 | 09/2021 |
| Atleto | Seattle | WA | 04/2021 | 09/2021 |
| Butler Valet | Seattle | WA | 05/2022 | 09/2023 |
| Sears | Bellevue | WA | 06/2017 | 10/2017 |
| Earls Kitchen + Bar Bellevue | Bellevue | WA | 05/2018 | 09/2019 |
| Stratton Amenities | Dallas | TX | 12/2023 | 04/2024 |
| Extended Travel | Seattle | WA | 09/2023 | 12/2023 |
| Full-Time Education | Seattle | WA | 09/2019 | 06/2023 |
| Full-Time Education | Bellevue | WA | 08/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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