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RIA / WealthAdvisorCertified Financial Planner39 years in industry

ELIZABETH V SOTO-DELGADILLO

Advisor at VERUS FINANCIAL GROUP

Bellaire, TX | SUGAR LAND, TX

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Search this name across graphsid dfx:ria:b30a8fb7-3f9f-77b9-e8bb-b1f40b3d7dd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2002 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: VERUS FINANCIAL GROUP
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 3, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 3, 1987
First registration: Jul 31, 2002
Dual registered: no
Other names: ELIZABETH VIRGINIA SOTO|ELIZABETH VIRGINIA SOTODELGADILLO|ELIZABETH VIRGINIA SOTO
IAPD individual key: 1697306

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
VERUS FINANCIAL GROUP	Independent wealth	Nov 30, 2023	n/a	yes	SUGAR LAND, TX\|Bellaire, TX	Current employment
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Mar 17, 2016	Dec 20, 2023	no	Bellaire, TX	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 22, 2016	Mar 18, 2016	no	BELLAIRE, TX\|HOUSTON, TX\|BELLAIRE, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 7, 2007	Feb 26, 2016	no	BELLAIRE, TX\|Houston, TX\|Houston, TX	Previous registration
WESTPARK WEALTH ADVISORS, INC.	Independent wealth	May 14, 2004	Apr 27, 2007	no	HOUSTON, TX	Previous registration
IMS SECURITIES, INC.	n/a	Jul 31, 2002	Dec 31, 2004	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, 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
INDEPENDENT FINANCIAL PARTNERS	VERUS FINANCIAL GROUP	Dec 20, 2023	Nov 30, 2023	-20	Firm change	Ibd to RIA
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	Mar 18, 2016	Mar 17, 2016	-1	Firm change	Other
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	Feb 26, 2016	Feb 22, 2016	-4	Firm change	Other
WESTPARK WEALTH ADVISORS, INC.	MML INVESTORS SERVICES, LLC	Apr 27, 2007	Jun 7, 2007	41	Firm change	Other
IMS SECURITIES, INC.	WESTPARK WEALTH ADVISORS, INC.	Dec 31, 2004	May 14, 2004	-231	Firm change after gap	Other

Relationships

Registered with (6)

→ VERUS FINANCIAL GROUPRegistered adviserregistration: current employment
Nov 30, 2023 to presentfactForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Mar 17, 2016 to Dec 20, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 22, 2016 to Mar 18, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 7, 2007 to Feb 26, 2016factForm ADV
→ WESTPARK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
May 14, 2004 to Apr 27, 2007factForm ADV
→ IMS SECURITIES, INC.Registered adviserregistration: previous registration
Jul 31, 2002 to Dec 31, 2004factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
Elizabeth V Soto-Delgadillo left Independent Financial Partners for Verus Financial Group (registered 2023-11-30)
Form ADVobserved 4 days ago