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.

Current firm

FISHER INVESTMENTS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 14, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Mar 14, 2003

First registration

Jan 30, 2019

Dual registered

no

IAPD individual key

4630669

• Occurred

  Mar 24, 2026
  Advisor changed firm

  David Andrew Vidaure left Modern Wealth Management, Llc for Fisher Investments (registered 2026-04-16)

  Form ADVobserved 4 days ago
• Occurred

  Mar 24, 2026
  Advisor changed firm

  David Andrew Vidaure left Public Safety Financial/Galloway for Modern Wealth Management, Llc (registered 2025-08-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef0eda30-59db-408a-b4d0-2b76bb6f4870

First observed

Jan 30, 2019

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.