DFX Intelligence

Data Factory

RIA / WealthAdvisor28 years in industry

CRISTINA RAFT

Advisor at STONE OAK WEALTH MANAGEMENT, LLC

SAN ANTONIO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6e18c373-687f-7344-6119-7cf4e37d1d0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 11, 1999 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: STONE OAK WEALTH MANAGEMENT, LLC
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: Apr 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Apr 11, 1998
First registration: Jan 11, 1999
Dual registered: no
Other names: CRISTINA TORRES|CRISTINA MCCLELLAN|CRISTINA MCCLELLAN|MARIA CRISTINA MCCLELLAN|MARIA CRISTINA MCCLELLAN|MARIA CRISTINA TORRES|CRISTINA MCCLELLAN|MARIA CRISTINA RAFT|MARIA CRISTINA TORRES|CRISTINA TORRES|MARIA CRISTINA MCCLELLAN|CRISTINA MCCLELLAN|MARIA CRISTINA RAFT|CRISTINA RAFT
IAPD individual key: 1831026

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
STONE OAK WEALTH MANAGEMENT, LLC	Independent wealth	Jul 10, 2018	n/a	yes	SAN ANTONIO, TX	Current employment
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jul 19, 2016	Jul 2, 2018	no	SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 20, 2014	Nov 19, 2015	no	SAN ANTONIO, TX	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Mar 5, 2009	Sep 19, 2014	no	SAN ANTONIO, TX	Previous registration
THE QUANTITATIVE GROUP, L.P.	n/a	Jan 10, 2007	Aug 27, 2008	no	SAN ANTONIO, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 12, 2005	Oct 20, 2006	no	SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Apr 29, 2005	no	SAN ANTONIO, TX	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jan 11, 1999	Jul 1, 2003	no	SAN ANTONIO, 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
RAYMOND JAMES & ASSOCIATES, INC.	STONE OAK WEALTH MANAGEMENT, LLC	Jul 2, 2018	Jul 10, 2018	8	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES & ASSOCIATES, INC.	Nov 19, 2015	Jul 19, 2016	243	Firm change	Wirehouse to ibd
WFG ADVISORS, LP	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 19, 2014	Oct 20, 2014	31	Firm change	Other
THE QUANTITATIVE GROUP, L.P.	WFG ADVISORS, LP	Aug 27, 2008	Mar 5, 2009	190	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	THE QUANTITATIVE GROUP, L.P.	Oct 20, 2006	Jan 10, 2007	82	Firm change	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 29, 2005	May 12, 2005	13	Firm change	Wirehouse to wirehouse
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (7)

→ STONE OAK WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 10, 2018 to presentfactForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jul 19, 2016 to Jul 2, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 20, 2014 to Nov 19, 2015factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Mar 5, 2009 to Sep 19, 2014factForm ADV
→ THE QUANTITATIVE GROUP, L.P.Registered adviserregistration: previous registration
Jan 10, 2007 to Aug 27, 2008factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Apr 29, 2005factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jan 11, 1999 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.