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RIA / WealthAdvisorChartered Financial Analyst33 years in industry

PAUL WILLIAM HARVEY

Advisor at VAQUERO PRIVATE WEALTH, LTD.

DALLAS, TX

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Search this name across graphsid dfx:ria:5ca7125c-cc48-bb14-b657-8533a25fec7c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 22, 1992 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: VAQUERO PRIVATE WEALTH, LTD.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Sep 28, 1992
First registration: Oct 22, 1992
Dual registered: no
Other names: PAUL WILLIAM HARVEY|Paul Harvey
IAPD individual key: 873874

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
VAQUERO PRIVATE WEALTH, LTD.	Independent wealth	Feb 26, 2020	n/a	yes	DALLAS, TX	Current employment
SYNTAL CAPITAL PARTNERS, LLC	Former SEC adviser	Dec 12, 2018	Nov 27, 2019	no	Dallas, TX\|MIDLAND, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 28, 2017	Oct 23, 2018	no	DALLAS, TX\|DALLAS, TX	Previous registration
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	Sep 29, 2006	Jul 9, 2015	no	PRINCETON, NJ\|PLAINSBORO, NJ	Previous registration
MERRILL LYNCH INVESTMENT MANAGERS LP	n/a	Oct 22, 1992	Sep 29, 2006	no	DALLAS, TX	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
SYNTAL CAPITAL PARTNERS, LLC	VAQUERO PRIVATE WEALTH, LTD.	Nov 27, 2019	Feb 26, 2020	91	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SYNTAL CAPITAL PARTNERS, LLC	Oct 23, 2018	Dec 12, 2018	50	Firm change	Wirehouse to RIA
BLACKROCK INVESTMENT MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 9, 2015	Jun 28, 2017	720	Firm change after gap	Other
MERRILL LYNCH INVESTMENT MANAGERS LP	BLACKROCK INVESTMENT MANAGEMENT, LLC	Sep 29, 2006	Sep 29, 2006	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
161954:305266:TX:2019-11-27	Nov 27, 2019	Feb 26, 2020	MIDLAND, TX	Firm change

Relationships

Registered with (5)

→ VAQUERO PRIVATE WEALTH, LTD.Registered adviserregistration: current employment
Feb 26, 2020 to presentfactForm ADV
→ SYNTAL CAPITAL PARTNERS, LLCRegistered adviserregistration: previous registration
Dec 12, 2018 to Nov 27, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 28, 2017 to Oct 23, 2018factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2006 to Jul 9, 2015factForm ADV
→ MERRILL LYNCH INVESTMENT MANAGERS LPRegistered adviserregistration: previous registration
Oct 22, 1992 to Sep 29, 2006factForm ADV

Dated events

No dated event names this entity yet.