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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 | Apr 16, 2025 | n/a | yes | PLANO, TX | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Sep 27, 2021 | Jan 31, 2025 | no | CHARLOTTE, NC|CHARLOTTE, NC|Durham, NC|Aubrey, TX|Charlotte, NC|Frisco, TX|Charlotte, NC|KNOXVILLE, TN|Frisco, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | FISHER INVESTMENTS | Jan 31, 2025 | Apr 16, 2025 | 75 | Firm change | Ibd to RIA |