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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 | Aug 10, 2022 | n/a | yes | Plano, TX | Current employment |
| EDELMAN FINANCIAL ENGINES | Independent wealth | Mar 11, 2021 | May 26, 2022 | no | PHOENIX, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | FISHER INVESTMENTS | May 26, 2022 | Aug 10, 2022 | 76 | Firm change | RIA to RIA |