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.
Registered advisor
Maria Celia Acriche Recto
Feed of 09/15/2026
Also filed as Celia Recto
At current firm
10 y
since Oct 9, 2015
In the industry
26 y
since Dec 21, 1999 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 9, 2015 · Salt Lake City, Ut
- LPL Financial LLC BD affiliatedFeb 20, 2015 to Oct 12, 2015 · Ogden, Ut
- Zions Capital Advisors, Inc. institutionalMay 13, 2011 to Feb 20, 2015 · Ogden, Ut
- Morgan Stanley wirehouseJun 1, 2009 to May 20, 2011 · Ogden, Ut
- Citigroup Global Markets Inc. BD affiliatedMay 23, 2006 to Jun 1, 2009 · Ogden, Ut
- Strategic Advisers LLC national BDNov 21, 2001 to Dec 3, 2004 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Robert W. Baird & Co. Incorporatedleft Oct 12, 2015, registered Oct 9, 2015 (-3 days) · Other
- Zions Capital Advisors, Inc. to LPL Financial LLCleft Feb 20, 2015, registered Feb 20, 2015 (0 days) · Other · moved with a team
- Morgan Stanley to Zions Capital Advisors, Inc.left May 20, 2011, registered May 13, 2011 (-7 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Citigroup Global Markets Inc.left Dec 3, 2004, registered May 23, 2006 (536 days) · Other
Signals
No dated event on this person.
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address