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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 | Jan 22, 2025 | n/a | yes | PLANO, TX | Current employment |
| STRATEGIC WEALTH PARTNERS, LTD. | Independent wealth | Jan 17, 2023 | Jan 3, 2025 | no | INDEPENDENCE, OH|Fremont, OH | Previous registration |
| VAULT INVESTMENT PARTNERS, LLC | Former SEC adviser | Nov 22, 2017 | Apr 13, 2023 | no | FREMONT, OH | Previous registration |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Feb 14, 2005 | Dec 11, 2017 | no | TIFFIN, OH|FINDLAY, OH|FREMONT, OH|SANDUSKY, OH|SANDUSKY, OH|GIBSONBURG, OH|SANDUSKY, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS, LTD. | FISHER INVESTMENTS | Jan 3, 2025 | Jan 22, 2025 | 19 | Firm change | RIA to RIA |
| VAULT INVESTMENT PARTNERS, LLC | STRATEGIC WEALTH PARTNERS, LTD. | Apr 13, 2023 | Jan 17, 2023 | -86 | Firm change after gap | RIA to RIA |
| FIFTH THIRD SECURITIES, INC. | VAULT INVESTMENT PARTNERS, LLC | Dec 11, 2017 | Nov 22, 2017 | -19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 628:290249:OH:2017-11-28 | Dec 11, 2017 | Nov 22, 2017 | SANDUSKY, OH | Firm change |