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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 | May 20, 2026 | n/a | yes | Tampa, FL|PLANO, TX | Current employment |
| MAGNATE ADVISORY SERVICES, LLC | Independent wealth | May 14, 2025 | May 5, 2026 | no | LOUISVILLE, KY | Previous registration |
| SILVER OAK SECURITIES, INC. | Bd affiliated wealth | Dec 20, 2022 | Jul 26, 2024 | no | JACKSON, TN|Lexington, KY|Knoxville, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAGNATE ADVISORY SERVICES, LLC | FISHER INVESTMENTS | May 5, 2026 | May 20, 2026 | 15 | Firm change | RIA to RIA |
| SILVER OAK SECURITIES, INC. | MAGNATE ADVISORY SERVICES, LLC | Jul 26, 2024 | May 14, 2025 | 292 | Firm change | Ibd to RIA |