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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

Carlos Valadez

Advisor at DMK ADVISOR GROUP, INC.

San Antonio, TX | LUTZ, FL

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Search this name across graphsid dfx:ria:8b41c718-137c-30f2-1c71-d3d783e8db5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2009 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: DMK ADVISOR GROUP, INC.
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 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Apr 12, 2006
First registration: Jan 12, 2009
Dual registered: yes, broker-dealer
Other names: Carlos Valadez|CARLOS VALADEZ
IAPD individual key: 5102091

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
DMK ADVISOR GROUP, INC.	Independent wealth	Mar 16, 2026	n/a	yes	San Antonio, TX\|LUTZ, FL	Current employment
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Feb 14, 2022	Feb 12, 2026	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|San Antonio, TX	Previous registration
VICTORY CAPITAL MANAGEMENT INC.	Asset manager	Jun 18, 2020	Sep 29, 2020	no	SAN ANTONIO, TX	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jul 3, 2019	no	San Antonio, TX\|SAN ANTONIO, TX\|Helotes, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jan 12, 2009	Jan 8, 2018	no	SAN ANTONIO, TX\|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
MONEY CONCEPTS ADVISORY SERVICE	DMK ADVISOR GROUP, INC.	Feb 12, 2026	Mar 16, 2026	32	Firm change	Ibd to RIA
VICTORY CAPITAL MANAGEMENT INC.	MONEY CONCEPTS ADVISORY SERVICE	Sep 29, 2020	Feb 14, 2022	503	Firm change after gap	Other
USAA INVESTMENT SERVICES COMPANY	VICTORY CAPITAL MANAGEMENT INC.	Jul 3, 2019	Jun 18, 2020	351	Bulk transfer	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other

Relationships

Registered with (5)

→ DMK ADVISOR GROUP, INC.Registered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Feb 14, 2022 to Feb 12, 2026factForm ADV
→ VICTORY CAPITAL MANAGEMENT INC.Registered adviserregistration: previous registration
Jun 18, 2020 to Sep 29, 2020factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jul 3, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 12, 2009 to Jan 8, 2018factForm ADV

Dated events

Occurred
Feb 12, 2026
Advisor changed firm
Carlos Valadez left Money Concepts Advisory Service for Dmk Advisor Group, Inc. (registered 2026-03-16)
Form ADVobserved 5 days ago