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.

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

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 27, 2024

First registration

Apr 30, 2025

Dual registered

no

Other names

Anna Pauleen Magann

IAPD individual key

7669106

• Occurred

  Jun 2, 2026
  Advisor changed firm

  Anna Magann left Morgan Stanley for Fisher Investments (registered 2026-06-15)

  Form ADVobserved 4 days ago
• Occurred

  May 12, 2025
  Advisor changed firm

  Anna Magann left W&S Brokerage Services, Inc. for Morgan Stanley (registered 2025-05-22)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7607b7ec-e099-6265-7858-e323208b81bc

First observed

Apr 30, 2025

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.