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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 | Sep 11, 2025 | n/a | yes | PLANO, TX | Current employment |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 27, 2019 | Mar 25, 2020 | no | FORT WORTH, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | FISHER INVESTMENTS | Mar 25, 2020 | Sep 11, 2025 | 1,996 | Firm change after gap | Ibd to RIA |