RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Mark Larry Delgadillo
- Professional profile
- sfeic.com/team/mark-delgadilloreportedsfeic.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Sfe Investment Counsel Inc. independent RIA currentsince May 27, 2020 · Los Angeles, Ca
- D.A. Davidson & Co. independent RIANov 25, 2013 to May 1, 2020 · Santa Barbara, Ca
- Crowell Weedon & Co. formerNov 4, 2013 to Nov 25, 2013 · Santa Barbara, Ca
- Crowell, Weedon & Co. formerAug 20, 2010 to Nov 4, 2013 · Santa Barbara, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Aug 31, 2010 · Santa Barbara, Ca
- Citigroup Global Markets Inc. BD affiliatedApr 29, 2005 to Jun 1, 2009 · Santa Barbara, Ca
- Morgan Stanley Dw Inc. unclassifiedJul 8, 1997 to Apr 29, 2005 · Santa Barbar, Ca
- D.A. Davidson & Co. to Sfe Investment Counsel Inc.left May 1, 2020, registered May 27, 2020 (26 days) · RIA to RIA
- Crowell Weedon & Co. to D.A. Davidson & Co.left Nov 25, 2013, registered Nov 25, 2013 (0 days) · corporate re-registration, not a move
- Crowell, Weedon & Co. to Crowell Weedon & Co.left Nov 4, 2013, registered Nov 4, 2013 (0 days) · corporate re-registration, not a move
- Morgan Stanley to Crowell, Weedon & Co.left Aug 31, 2010, registered Aug 20, 2010 (-11 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Citigroup Global Markets Inc.left Apr 29, 2005, registered Apr 29, 2005 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address