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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 | Nov 20, 2019 | n/a | yes | PLANO, TX|PLANO, TX | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 11, 2016 | Oct 23, 2019 | no | SALT LAKE CITY, UT|SALT LAKE CITY, UT|SALT LAKE CITY, UT|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | FISHER INVESTMENTS | Oct 23, 2019 | Nov 20, 2019 | 28 | Firm change | Wirehouse to RIA |