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Reading the graph
Advisor at FISHER INVESTMENTS
PLANO, TX | Tampa, FL
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 | Mar 20, 2026 | n/a | yes | PLANO, TX|Tampa, FL | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Sep 2, 2020 | Mar 12, 2026 | no | TAMPA, FL|Tampa, FL|Tampa, FL|TAMPA, FL|Tampa, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | FISHER INVESTMENTS | Mar 12, 2026 | Mar 20, 2026 | 8 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288811:107342:FL:2026-03-12 | Mar 12, 2026 | Mar 20, 2026 | TAMPA, FL | Firm change |