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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 | Mar 14, 2025 | n/a | yes | Tampa, FL|PLANO, TX | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 19, 2023 | Nov 19, 2024 | no | Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | FISHER INVESTMENTS | Nov 19, 2024 | Mar 14, 2025 | 115 | Firm change | Ibd to RIA |