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Advisor at FISHER INVESTMENTS
Tampa, FL | 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 | Aug 9, 2021 | n/a | yes | PLANO, TX|Tampa, FL | Current employment |
| MORGAN STANLEY | Wirehouse | Oct 13, 2017 | Jul 16, 2021 | no | Tampa, FL|Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | FISHER INVESTMENTS | Jul 16, 2021 | Aug 9, 2021 | 24 | Firm change | Wirehouse to RIA |