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RIA / WealthAdvisor23 years in industry

Wade D Checketts

Advisor at FISHER INVESTMENTS

PLANO, TX

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Search this name across graphsid dfx:ria:577ec8fc-0a44-8089-d692-0cfdc8579e18

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 14, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Sep 11, 2003
First registration: Dec 14, 2007
Dual registered: no
Other names: WADE D CHECKETTS|Wade Checketts
IAPD individual key: 4690891

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Apr 23, 2021	n/a	yes	PLANO, TX\|PLANO, TX	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Aug 28, 2019	Dec 31, 2020	no	Greenwood, IN	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 28, 2019	Jan 11, 2021	no	GREENWOOD, IN\|Indianapolis, IN	Previous registration
USA FINANCIAL SECURITIES LLC	Independent wealth	Aug 16, 2018	Aug 19, 2019	no	ADA, MI\|EVANSVILLE, IN\|Fishers, IN	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 16, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 14, 2007	Jul 13, 2018	no	WESTLAKE, TX\|SALT LAKE CITY, UT\|PALM BEACH, FL\|PALM BEACH GARDENS, FL\|CLERMONT, FL\|FT. LAUDERDALE, FL\|CLERMONT, FL\|CLERMONT, FL\|CLERMONT, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TD AMERITRADE, INC.	FISHER INVESTMENTS	Jan 11, 2021	Apr 23, 2021	102	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Dec 31, 2020	Aug 28, 2019	-491	Bulk transfer	Other
USA FINANCIAL SECURITIES LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Aug 19, 2019	Aug 28, 2019	9	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	USA FINANCIAL SECURITIES LLC	Aug 16, 2018	Aug 16, 2018	0	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (6)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Apr 23, 2021 to presentfactForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 28, 2019 to Jan 11, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 28, 2019 to Dec 31, 2020factForm ADV
→ USA FINANCIAL SECURITIES LLCRegistered adviserregistration: previous registration
Aug 16, 2018 to Aug 19, 2019factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 16, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 14, 2007 to Jul 13, 2018factForm ADV

Dated events

No dated event names this entity yet.