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Advisor at FISHER INVESTMENTS
New Albany, OH | 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 15, 2026 | n/a | yes | New Albany, OH|PLANO, TX | Current employment |
| RAYMOND JAMES INVESTMENT MANAGEMENT | Asset manager | Feb 15, 2019 | Jul 13, 2026 | no | St. Petersburg, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES INVESTMENT MANAGEMENT | FISHER INVESTMENTS | Jul 13, 2026 | Jul 15, 2026 | 2 | Firm change | Other |