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RIA / WealthAdvisor17 years in industry

JELVEH PEDRAZA

Advisor at CAVU WEALTH MANAGEMENT

New Braunfels, TX | LAKESIDE, CA

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Search this name across graphsid dfx:ria:929ff8a6-1120-51ea-6144-018474c7df52

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2008 to Sep 15, 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: CAVU WEALTH MANAGEMENT
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: Nov 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Nov 19, 2008
First registration: Nov 20, 2008
Dual registered: no
Other names: JELVEH PEDRAZA|JELVEH PEDRAZA
IAPD individual key: 5570561

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
CAVU WEALTH MANAGEMENT	Independent wealth	Apr 28, 2020	n/a	yes	LAKESIDE, CA\|New Braunfels, TX	Current employment
LAUREL WEALTH ADVISORS, INC.	Former SEC adviser	Jan 16, 2015	May 13, 2020	no	SOLANA BEACH, CA\|Oceanside, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Mar 1, 2011	Jan 16, 2015	no	CARLSBAD, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 1, 2011	no	Carlsbad, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Nov 20, 2008	Jun 1, 2009	no	CARLSBAD, CA	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
LAUREL WEALTH ADVISORS, INC.	CAVU WEALTH MANAGEMENT	May 13, 2020	Apr 28, 2020	-15	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LAUREL WEALTH ADVISORS, INC.	Jan 16, 2015	Jan 16, 2015	0	Firm change	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 1, 2011	Mar 1, 2011	0	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ CAVU WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 28, 2020 to presentfactForm ADV
→ LAUREL WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 16, 2015 to May 13, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Mar 1, 2011 to Jan 16, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 1, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Nov 20, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.