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

WALTERS STRATEGIC ADVISORS, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Sep 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Feb 17, 2017

First registration

Mar 28, 2017

Dual registered

no

Other names

JOSE MARIA BILBAO CUNHA JOIA|Jose Bilbao Cunha Joia|Jose Joia

IAPD individual key

6764170

• Occurred

  Mar 1, 2023
  Advisor changed firm

  Jose Maria Bilbao Cunha Joia left Raymond James & Associates, Inc. for Walters Strategic Advisors, Llc (registered 2023-08-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21dc8dc1-9133-4376-8943-e264361ccede

First observed

Mar 28, 2017

Last observed

Sep 14, 2026 6 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.