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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Candelario Valdivia

Advisor at J.P. MORGAN SECURITIES LLC

MISSION, TX

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Search this name across graphsid dfx:ria:5307adbd-7962-0fbe-76b3-61d533263da1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jul 7, 2008
First registration: Jun 6, 2019
Dual registered: yes, broker-dealer
Other names: CANDELARIO VALDIVIA|Candelario Borrayo Valdivia|Candelario B Valdivia
IAPD individual key: 5534938

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 12, 2024	n/a	yes	MISSION, TX	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Oct 19, 2022	Mar 1, 2023	no	Mission, TX\|NEW BRAUNFELS, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Jan 13, 2021	Jun 2, 2021	no	Hidalgo, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Nov 18, 2019	Dec 22, 2020	no	HOUSTON, TX	Previous registration
EDWARD JONES	National bd RIA	Jun 6, 2019	Jul 10, 2019	no	Mission, TX\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PNC WEALTH MANAGEMENT	J.P. MORGAN SECURITIES LLC	Mar 1, 2023	Sep 12, 2024	561	Firm change after gap	Ibd to wirehouse
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC WEALTH MANAGEMENT	Jun 2, 2021	Oct 19, 2022	504	Firm change after gap	Ibd to ibd
J.P. MORGAN SECURITIES LLC	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Dec 22, 2020	Jan 13, 2021	22	Firm change	Wirehouse to ibd
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Jul 10, 2019	Nov 18, 2019	131	Firm change	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110476:129052:TX:2021-06-01	Jun 2, 2021	Oct 19, 2022	HIDALGO, TX	Firm change after gap

Relationships

Registered with (4)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Nov 18, 2019 to Dec 22, 2020factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 19, 2022 to Mar 1, 2023factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Jan 13, 2021 to Jun 2, 2021factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 6, 2019 to Jul 10, 2019factForm ADV

Dated events

Occurred
Mar 1, 2023
Advisor changed firm
Candelario Valdivia left Pnc Wealth Management for J.P. Morgan Securities Llc (registered 2024-09-12)
Form ADVobserved 6 days ago