RIA Intelligence

• Charles Schwab & Co., Inc. national BD current
  since Jun 12, 2025 · Westlake, Tx
• Texas Capital Bank Private Wealth Advisors independent RIA
  Oct 23, 2024 to Jun 10, 2025 · Fort Worth, Tx
• Cetera Investment Advisers LLC BD affiliated
  Nov 5, 2023 to Oct 15, 2024 · Ocala, Fl
• Texas Capital Bank Private Wealth Advisors independent RIA
  May 16, 2022 to Sep 6, 2023 · Fort Worth, Tx
• Fidelity Personal And Workplace Advisors former
  Jul 13, 2018 to May 12, 2022 · Boston, Ma
• Strategic Advisers LLC national BD
  Jul 25, 2016 to Jul 13, 2018 · The Villages, Fl
• Wells Fargo Advisors wirehouse
  Jul 27, 2010 to Oct 29, 2010 · Miami, Fl
• Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
  Jun 21, 2007 to Aug 12, 2009 · Jacksonville, Fl
• Stanford Group Company unclassified
  Nov 16, 2005 to Jun 21, 2007 · Miami, Fl
• UBS International Inc. unclassified
  Jun 3, 2002 to Nov 9, 2005 · Miami, Fl
• UBS Financial Services Inc. wirehouse
  May 11, 2001 to Jun 1, 2002 · Miami, Fl

• Texas Capital Bank Private Wealth Advisors to Charles Schwab & Co., Inc.
  left Jun 10, 2025, registered Jun 12, 2025 (2 days) · RIA to affiliated broker-dealer or bank · moved with a team
• Cetera Investment Advisers LLC to Texas Capital Bank Private Wealth Advisors
  left Oct 15, 2024, registered Oct 23, 2024 (8 days) · Affiliated broker-dealer or bank to independent RIA
• Texas Capital Bank Private Wealth Advisors to Cetera Investment Advisers LLC
  left Sep 6, 2023, registered Nov 5, 2023 (60 days) · RIA to affiliated broker-dealer or bank
• Fidelity Personal And Workplace Advisors to Texas Capital Bank Private Wealth Advisors
  left May 12, 2022, registered May 16, 2022 (4 days) · Affiliated broker-dealer or bank to independent RIA
• Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
  left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
• Wells Fargo Advisors to Strategic Advisers LLC
  left Oct 29, 2010, registered Jul 25, 2016 (2096 days) · Wirehouse to affiliated broker-dealer or bank
• Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
  left Aug 12, 2009, registered Jul 27, 2010 (349 days) · Wirehouse to wirehouse
• Stanford Group Company to Merrill Lynch, Pierce, Fenner & Smith Incorporated
  left Jun 21, 2007, registered Jun 21, 2007 (0 days) · Other
• UBS International Inc. to Stanford Group Company
  left Nov 9, 2005, registered Nov 16, 2005 (7 days) · Other
• UBS Financial Services Inc. to UBS International Inc.
  left Jun 1, 2002, registered Jun 3, 2002 (2 days) · corporate re-registration, not a move

• Blanca Elena Fernandez left Texas Capital Bank Private Wealth Advisors for Charles Schwab & Co., Inc. (registered 2025-06-12)
  Jun 10, 2025 · Advisor changed firm · fact
• Blanca Elena Fernandez left Cetera Investment Advisers Llc for Texas Capital Bank Private Wealth Advisors (registered 2024-10-23)
  Oct 15, 2024 · Advisor changed firm · fact
• Blanca Elena Fernandez left Texas Capital Bank Private Wealth Advisors for Cetera Investment Advisers Llc (registered 2023-11-05)
  Sep 6, 2023 · Advisor changed firm · fact
• Blanca Elena Fernandez left Fidelity Personal And Workplace Advisors for Texas Capital Bank Private Wealth Advisors (registered 2022-05-16)
  May 12, 2022 · Advisor changed firm · fact

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

National broker-dealer RIAderived

Years in industry

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address