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Lucas Jose Driaza

Fisher Investments

Plano, TX

Tampa, FL

CRD 7286552

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-28
FL RA APPROVED 2022-12-05
  • TX RA
    APPROVED_RES
    Since 2023-07-28
  • FL RA
    APPROVED
    Since 2022-12-05

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr Martin Luther King Jr Blvd Suite 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 08/2020 Present
University Of Florida Gainesville FL 11/2019 08/2020
Vivint Inc Provo UT 05/2019 11/2019
Dynasty Crossfit Llc Gainesville FL 08/2018 05/2019
Vivint Inc. Provo UT 02/2018 08/2018
Cox Cable Gainesville FL 09/2016 02/2018
  • 08/2020 → Present
    Fisher Investments
    Tampa, FL
  • 11/2019 → 08/2020
    University Of Florida
    Gainesville, FL
  • 05/2019 → 11/2019
    Vivint Inc
    Provo, UT
  • 08/2018 → 05/2019
    Dynasty Crossfit Llc
    Gainesville, FL
  • 02/2018 → 08/2018
    Vivint Inc.
    Provo, UT
  • 09/2016 → 02/2018
    Cox Cable
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-01
  • S65 Uniform Investment Adviser Law Examination
    2020-09-01

View on SEC IAPD

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