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.

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Registered advisor

C••••• C• W•••

M••••• S••••••wirehouseSan Jose, Cadual registrantIAPD 2846183

Feed of 09/14/2026

Also filed as Cheryl C Delrosario

At current firm

3 y

since Apr 18, 2023

In the industry

24 y

since Apr 24, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Apr 18, 2023 · San Jose, Ca
K•• W••••• M••••••••• L•• unclassified
Dec 18, 2019 to Feb 23, 2023 · Cupertino, Ca
G••••• A•••• M••••••••• L•• independent RIA
Jun 1, 2017 to Dec 9, 2019 · San Jose, Ca
S••••• M••••••••• independent RIA
Sep 28, 2016 to Feb 28, 2017 · San Jose, Ca
C•••••• C•••••• M••••••••• former
Sep 20, 2013 to Jul 1, 2014 · San Jose, Ca
C•••••• W••••• M••••••••• former
Nov 29, 2011 to May 26, 2017 · San Jose, Ca
C••••••• S••••••••• former
Apr 24, 2002 to Nov 14, 2011 · San Jose, Ca

Moves

a registration end followed by a registration begin elsewhere

K•• W••••• M••••••••• L•• to M••••• S••••••
left Feb 23, 2023, registered Apr 18, 2023 (54 days) · Other
G••••• A•••• M••••••••• L•• to K•• W••••• M••••••••• L••
left Dec 9, 2019, registered Dec 18, 2019 (9 days) · Other
C•••••• W••••• M••••••••• to C•••••• C•••••• M•••••••••
left May 26, 2017, registered Sep 20, 2013 (-1344 days) · Other
S••••• M••••••••• to G••••• A•••• M••••••••• L••
left Feb 28, 2017, registered Jun 1, 2017 (93 days) · Other
C•••••• C•••••• M••••••••• to S••••• M•••••••••
left Jul 1, 2014, registered Sep 28, 2016 (820 days) · Other
C••••••• S••••••••• to C•••••• W••••• M•••••••••
left Nov 14, 2011, registered Nov 29, 2011 (15 days) · Other

Signals

C••••• C• W••• left K•• W••••• M••••••••• L•• for M••••• S•••••• (registered 2023-04-18)
Feb 23, 2023 · Advisor changed firm · 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: Wirehousederived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address