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Advisor at FISHER INVESTMENTS
PLANO, TX | Dublin, OH
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 INVESTMENTS | Independent wealth | May 20, 2025 | n/a | yes | Dublin, OH|PLANO, TX | Current employment |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Jun 29, 2023 | May 16, 2025 | no | Columbus, OH | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Jun 13, 2022 | Jun 29, 2023 | no | Columbus, OH|EL SEGUNDO, CA|COLUMBUS, OH | Previous registration |
| MEEDER ADVISORY SERVICES, INC. | Independent wealth | Jun 9, 2020 | May 16, 2022 | no | DUBLIN, OH | Previous registration |
| MEEDER ASSET MANAGEMENT, INC. | Asset manager | Aug 1, 2019 | May 10, 2021 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | FISHER INVESTMENTS | May 16, 2025 | May 20, 2025 | 4 | Firm change | Ibd to RIA |
| CETERA ADVISOR NETWORKS LLC | CETERA INVESTMENT ADVISERS LLC | Jun 29, 2023 | Jun 29, 2023 | 0 | Bulk transfer | Ibd to ibd |
| MEEDER ADVISORY SERVICES, INC. | CETERA ADVISOR NETWORKS LLC | May 16, 2022 | Jun 13, 2022 | 28 | Firm change | RIA to ibd |
| MEEDER ASSET MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC. | May 10, 2021 | Jun 9, 2020 | -335 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 105794:106814:OH:2021-05-05 | May 10, 2021 | Jun 9, 2020 | DUBLIN, OH | Firm change after gap |