DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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 | Jul 29, 2025 | n/a | yes | PLANO, TX | Current employment |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Sep 7, 2023 | Jul 23, 2025 | no | Allen, TX|MINNEAPOLIS, MN|Fort Worth, TX|Justin, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THRIVENT INVESTMENT MANAGEMENT INC. | FISHER INVESTMENTS | Jul 23, 2025 | Jul 29, 2025 | 6 | Firm change | Ibd to RIA |