DFX Intelligence

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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A••••• A••• V•••••••••

P•••••••• S••••••••• I•••BD affiliatedDes Moines, Ia dual registrantIAPD 1986132

Feed of 09/14/2026

Also filed as Abdiel Valenzuela

At current firm

1 y

since May 12, 2025

In the industry

36 y

since Dec 19, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••••••• S••••••••• I••• BD affiliated current
since May 12, 2025 · San Diego, Ca
R•• C•••••• M••••••• L•• national BD
Mar 27, 2025 to Apr 29, 2025 · San Diego, Ca
A•••••• A••••••• S••••••• former
Jul 11, 2023 to Aug 6, 2024 · Dallas, Tx
F•••••••• S•••• A•••••••• I••• independent RIA
Jun 20, 2017 to Jun 23, 2023 · San Diego, Ca
C••••• A•••••• N••••••• L•• former
Jan 30, 2017 to Jun 9, 2017 · El Segundo, Ca
L•• F•••••••• L•• BD affiliated
Aug 22, 2005 to Nov 20, 2015 · San Diego, Ca
P••••••••• S••••••••• C••••••••• independent RIA
Nov 18, 2004 to Feb 15, 2005 · Carpinteria, Ca

Moves

a registration end followed by a registration begin elsewhere

R•• C•••••• M••••••• L•• to P•••••••• S••••••••• I•••
left Apr 29, 2025, registered May 12, 2025 (13 days) · Affiliated broker-dealer or bank to another
A•••••• A••••••• S••••••• to R•• C•••••• M••••••• L••
left Aug 6, 2024, registered Mar 27, 2025 (233 days) · Affiliated broker-dealer or bank to another
F•••••••• S•••• A•••••••• I••• to A•••••• A••••••• S•••••••
left Jun 23, 2023, registered Jul 11, 2023 (18 days) · RIA to affiliated broker-dealer or bank
C••••• A•••••• N••••••• L•• to F•••••••• S•••• A•••••••• I•••
left Jun 9, 2017, registered Jun 20, 2017 (11 days) · Other
L•• F•••••••• L•• to C••••• A•••••• N••••••• L••
left Nov 20, 2015, registered Jan 30, 2017 (437 days) · Other
P••••••••• S••••••••• C••••••••• to L•• F•••••••• L••
left Feb 15, 2005, registered Aug 22, 2005 (188 days) · Other

Signals

A••••• A••• V••••••••• left R•• C•••••• M••••••• L•• for P•••••••• S••••••••• I••• (registered 2025-05-12)
Apr 29, 2025 · a•••••• firm change · fact
A••••• A••• V••••••••• left A•••••• A••••••• S••••••• for R•• C•••••• M••••••• L•• (registered 2025-03-27)
Aug 6, 2024 · a•••••• firm change · fact
A••••• A••• V••••••••• left F•••••••• S•••• A•••••••• I••• for A•••••• A••••••• S••••••• (registered 2023-07-11)
Jun 23, 2023 · a•••••• firm change · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address