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Advisor at FISHER\SMB
Vancouver, WA | CARROLLTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FISHER\SMB | Institutional manager | Jul 5, 2024 | n/a | yes | Vancouver, WA|CARROLLTON, TX | Current employment |
| FISHER INVESTMENTS | Independent wealth | Feb 10, 2016 | Jul 3, 2024 | no | PLANO, TX|Camas, WA | Previous registration |
| STANCORP INVESTMENT ADVISERS, INC. | Other adviser | Feb 29, 2008 | Jan 20, 2016 | no | PORTLAND, OR | Previous registration |
| MARATHON ADVISORS, INC | n/a | Apr 12, 2005 | Jun 10, 2005 | no | PORTLAND, OR | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Jan 29, 2004 | Apr 5, 2005 | no | PORTLAND, OR | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Feb 10, 2003 | Dec 12, 2003 | no | VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FISHER INVESTMENTS | FISHER\SMB | Jul 3, 2024 | Jul 5, 2024 | 2 | Bulk transfer | RIA to new firm |
| STANCORP INVESTMENT ADVISERS, INC. | FISHER INVESTMENTS | Jan 20, 2016 | Feb 10, 2016 | 21 | Firm change | Other |
| MARATHON ADVISORS, INC | STANCORP INVESTMENT ADVISERS, INC. | Jun 10, 2005 | Feb 29, 2008 | 994 | Firm change after gap | Other |
| SECURIAN FINANCIAL SERVICES, INC. | MARATHON ADVISORS, INC | Apr 5, 2005 | Apr 12, 2005 | 7 | Firm change | Other |
| AMERIPRISE FINANCIAL SERVICES, LLC | SECURIAN FINANCIAL SERVICES, INC. | Dec 12, 2003 | Jan 29, 2004 | 48 | Firm change | Other |