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

May 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Oct 22, 2014

First registration

Jan 18, 2022

Dual registered

no

Other names

Joshua K Gross|JOSHUA KEVIN GROSS|Joshua K Gross

IAPD individual key

6068909

• Occurred

  Sep 3, 2024
  Advisor changed firm

  Joshua Kevin Gross left Thrivent Asset Management, Llc for Fisher Investments (registered 2024-09-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88e15618-60bd-0b99-de6d-e0a68fa4a719

First observed

Jan 18, 2022

Last observed

Sep 15, 2026 5 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.