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Advisor at FISHER INVESTMENTS
Chantilly, VA | 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 20, 2021 | n/a | yes | Chantilly, VA|PLANO, TX | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 20, 2017 | Aug 19, 2021 | no | CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | FISHER INVESTMENTS | Aug 19, 2021 | Sep 20, 2021 | 32 | Firm change | Wirehouse to RIA |