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
Derrick Salvador Avelar
Certified Financial Planner
Feed of 09/14/2026
Also filed as Derrick S Avelar
At current firm
0 y
since Jan 6, 2026
In the industry
24 y
since Sep 9, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Simplicity Wealth mixed wealth currentsince Jan 6, 2026 · Summit, Nj
- Kingswood Wealth Advisors, LLC BD affiliatedAug 18, 2021 to Oct 31, 2025 · San Diego, Ca
- Benchmark Advisory Services, LLC no RAUMAug 17, 2021 to Aug 18, 2021 · San Diego, Ca
- Creative Planning independent RIAMay 23, 2017 to Aug 17, 2021 · Bloomington, Mn
- Advanced Capital Group institutionalJan 30, 2014 to Dec 31, 2017 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Kingswood Wealth Advisors, LLC to Simplicity Wealthleft Oct 31, 2025, registered Jan 6, 2026 (67 days) · Affiliated broker-dealer or bank to independent RIA
- Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLCleft Aug 18, 2021, registered Aug 18, 2021 (0 days) · RIA to RIA
- Creative Planning to Benchmark Advisory Services, LLCleft Aug 17, 2021, registered Aug 17, 2021 (0 days) · RIA to RIA
- Advanced Capital Group to Creative Planningleft Dec 31, 2017, registered May 23, 2017 (-222 days) · Other
Signals
- Derrick Salvador Avelar left Kingswood Wealth Advisors, Llc for Simplicity Wealth (registered 2026-01-06)Oct 31, 2025 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address