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RIA / WealthAdvisor14 years in industry

JACKIE LOU DACLAN D'AVOLIO-RAQUIDAN

Advisor at 5T WEALTH, LLC

NAPA, CA

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Search this name across graphsid dfx:ria:b5db403c-752d-7ca3-9927-1a06a1f226ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 25, 2012 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: 5T WEALTH, 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: Jun 22, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S66|S63
First exam: Jun 22, 2012
First registration: Jun 25, 2012
Dual registered: no
Other names: JACKIE LOU RAQUIDAN|JACKIE LOU DACLAN RAQUIDAN|JACKIE LOU D RAQUIDAN|JACKIE LOU D. RAQUIDAN|JackieLou Da Davolio-Raquidan|JACKIE LOU DACLAN DAVOLIO-RAQUIDAN
IAPD individual key: 5338605

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
5T WEALTH, LLC	Independent wealth	Jan 5, 2026	n/a	yes	NAPA, CA	Current employment
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Apr 20, 2016	Jun 24, 2020	no	ORANGE, CA\|PALO ALTO, CA\|PALO ALTO, CA\|WOODLAND HILLS, CA\|ORANGE, CA	Previous registration
PFG ADVISORS	Independent wealth	Apr 15, 2015	Mar 11, 2016	no	SANTA CLARA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 18, 2015	Mar 21, 2016	no	SANTA CLARA, CA\|SUNNYVALE, CA	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Aug 8, 2012	Feb 23, 2015	no	STOCKTON, CA\|LODI, CA\|LODI, CA\|SAN CARLOS, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Jun 25, 2012	Jul 18, 2012	no	SAN FRANCISCO, CA\|PALO ALTO, CA\|PALO ALTO, CA\|SAN JOSE, CA\|PALO ALTO, 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
U.S. BANCORP ADVISORS, LLC	5T WEALTH, LLC	Jun 24, 2020	Jan 5, 2026	2,021	Firm change after gap	Ibd to RIA
LPL FINANCIAL LLC	PFG ADVISORS	Mar 21, 2016	Apr 15, 2015	-341	Firm change after gap	Other
PFG ADVISORS	U.S. BANCORP ADVISORS, LLC	Mar 11, 2016	Apr 20, 2016	40	Firm change	Other
PNC MANAGED ACCOUNT SOLUTIONS, INC.	LPL FINANCIAL LLC	Feb 23, 2015	Feb 18, 2015	-5	Firm change	Other
U.S. BANCORP ADVISORS, LLC	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Jul 18, 2012	Aug 8, 2012	21	Firm change	Other

Relationships

Registered with (5)

→ 5T WEALTH, LLCRegistered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Jun 24, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 18, 2015 to Mar 21, 2016factForm ADV
→ PFG ADVISORSRegistered adviserregistration: previous registration
Apr 15, 2015 to Mar 11, 2016factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Aug 8, 2012 to Feb 23, 2015factForm ADV

Dated events

No dated event names this entity yet.