DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Oct 11, 2023 | n/a | yes | PLANO, TX | Current employment |
| W&S BROKERAGE SERVICES, INC. | Bd affiliated wealth | Oct 28, 2022 | Jul 10, 2023 | no | AKRON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W&S BROKERAGE SERVICES, INC. | FISHER INVESTMENTS | Jul 10, 2023 | Oct 11, 2023 | 93 | Firm change | Ibd to RIA |