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Drake Mulder

Fisher Investments

Plano, TX

Tampa, FL

CRD 7455125

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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
FL RA APPROVED 2025-06-17
TX RA APPROVED 2025-06-12
  • FL RA
    APPROVED
    Since 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-12

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
E*Trade Securities Llc Temple Terrace FL 10/2021 05/2024
Bay Area Heating & Cooling Inc Largo FL 12/2017 02/2022
Akt Enterprises Orlando FL 11/2015 09/2017
Flagship Bank Clearwater FL 11/2019 10/2021
Morgan Stanley Temple Terrace FL 01/2023 05/2024
Morgan Stanley Temple Terrace FL 09/2023 05/2024
Raymond James Financial Services St. Petersburg FL 06/2024 04/2025
Fisher Investments Plano TX 04/2025 Present
  • 10/2021 → 05/2024
    E*Trade Securities Llc
    Temple Terrace, FL
  • 12/2017 → 02/2022
    Bay Area Heating & Cooling Inc
    Largo, FL
  • 11/2015 → 09/2017
    Akt Enterprises
    Orlando, FL
  • 11/2019 → 10/2021
    Flagship Bank
    Clearwater, FL
  • 01/2023 → 05/2024
    Morgan Stanley
    Temple Terrace, FL
  • 09/2023 → 05/2024
    Morgan Stanley
    Temple Terrace, FL
  • 06/2024 → 04/2025
    Raymond James Financial Services
    St. Petersburg, FL
  • 04/2025 → Present
    Fisher Investments
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
S63 Uniform Securities Agent State Law Examination 2022-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
  • S63 Uniform Securities Agent State Law Examination
    2022-03-01
Other Names
  • Drake J Mulder

View on SEC IAPD

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