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Advisor at FISHER INVESTMENTS
CAMAS, WA | PLANO, 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 INVESTMENTS | Independent wealth | May 26, 2010 | n/a | yes | CAMAS, WA|PLANO, TX | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Feb 1, 2005 | Aug 7, 2009 | no | PORTLAND, OR|VANCOUVER, WA|PORTLAND, OR|HOOD RIVER, OR|PORTLAND, OR | Previous registration |
| MORGAN STANLEY DW INC. | n/a | May 8, 2003 | Jan 27, 2005 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | FISHER INVESTMENTS | Aug 7, 2009 | May 26, 2010 | 292 | Firm change | Other |
| MORGAN STANLEY DW INC. | CUSO FINANCIAL SERVICES, L.P. | Jan 27, 2005 | Feb 1, 2005 | 5 | Firm change | Other |