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Advisor at FISHER INVESTMENTS
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 | Nov 17, 2021 | n/a | yes | PLANO, TX|PLANO, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Sep 1, 2017 | May 1, 2019 | no | FORT COLLINS, CO|DENVER, CO|DENVER, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | FISHER INVESTMENTS | May 1, 2019 | Nov 17, 2021 | 931 | Firm change after gap | Wirehouse to RIA |