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Advisor at FISHER INVESTMENTS
PLANO, TX | Tampa, FL
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 | Apr 16, 2025 | n/a | yes | PLANO, TX|Tampa, FL | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Sep 13, 2024 | Mar 12, 2025 | no | Lehi, UT|Farmington, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | FISHER INVESTMENTS | Mar 12, 2025 | Apr 16, 2025 | 35 | Firm change | Ibd to RIA |