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RIA / WealthAdvisor33 years in industry

CARLA MARIE DELLS

Advisor at DS INVESTMENT ADVISORS

Grand Rapids, MI

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Search this name across graphsid dfx:ria:e69ab097-85f5-9d16-6786-da250e31cf86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 11, 2003 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: DS INVESTMENT ADVISORS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 14, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 14, 1992
First registration: Aug 11, 2003
Dual registered: no
Other names: CARLA MARIE PEREZ
IAPD individual key: 2084545

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
DS INVESTMENT ADVISORS	Mixed wealth	Apr 1, 2025	n/a	yes	Grand Rapids, MI	Current employment
DS INVESTMENT ADVISORS	Mixed wealth	Sep 22, 2022	Feb 27, 2025	no	GRAND RAPIDS, MI	Previous registration
BURNHAM & DELLS ADVISORS	Former SEC adviser	Oct 28, 2010	Oct 20, 2022	no	GRAND RAPIDS, MI	Previous registration
CHESME CAPITAL MANAGEMENT	Former SEC adviser	Oct 8, 2010	Nov 22, 2010	no	GRAND RAPIDS, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 11, 2003	Jan 30, 2007	no	GRAND RAPIDS, MI\|GRAND RAPIDS, MI	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
BURNHAM & DELLS ADVISORS	DS INVESTMENT ADVISORS	Oct 20, 2022	Sep 22, 2022	-28	Firm change	RIA to new firm
CHESME CAPITAL MANAGEMENT	BURNHAM & DELLS ADVISORS	Nov 22, 2010	Oct 28, 2010	-25	Firm change	Other
WELLS FARGO ADVISORS	CHESME CAPITAL MANAGEMENT	Jan 30, 2007	Oct 8, 2010	1,347	Firm change after gap	Other

Relationships

Registered with (4)

→ DS INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Sep 22, 2022 to Feb 27, 2025factForm ADV
→ BURNHAM & DELLS ADVISORSRegistered adviserregistration: previous registration
Oct 28, 2010 to Oct 20, 2022factForm ADV
→ CHESME CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 8, 2010 to Nov 22, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 11, 2003 to Jan 30, 2007factForm ADV

Dated events

Occurred
Oct 20, 2022
Advisor changed firm
Carla Marie Dells left Burnham & Dells Advisors for Ds Investment Advisors (registered 2022-09-22)
Form ADVobserved 5 days ago