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Advisor at FISHER INVESTMENTS
Tampa, FL | 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 | Sep 11, 2024 | n/a | yes | PLANO, TX|Tampa, FL | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Nov 8, 2022 | Jan 5, 2024 | no | Tampa, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | FISHER INVESTMENTS | Jan 5, 2024 | Sep 11, 2024 | 250 | Firm change | Ibd to RIA |