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

E••••• E••••• V•••

Z••• D•• C•••••• E••••••••• L••independent RIAArleta, Cadual registrantIAPD 5227344

Feed of 09/14/2026

Also filed as Eddie Vela

At current firm

1 y

since Oct 28, 2024

In the industry

19 y

since Jul 25, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Z••• D•• C•••••• E••••••••• L•• independent RIA current
since Oct 28, 2024 · Arleta, Ca
Z••• D•• C•••••• E••••••••• L•• independent RIA
Oct 17, 2024 to Oct 23, 2024 · Arleta, Ca
E•••••••• P••••••• L•• state registered
Jun 5, 2020 to Jan 31, 2024 · Phoenix, Az
S••••• F•••••••• G•••• I•• former
Jun 22, 2018 to Sep 29, 2020 · San Ramon, Ca
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to May 4, 2018 · San Ramon, Ca
C•••• I••••••••• S••••••• C•••• former
Jan 8, 2010 to Oct 1, 2012 · Walnut Creek, Ca
U••• B•••••• I••••••••• I••• former
Apr 8, 2008 to Dec 18, 2009 · Walnut Creek, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 26, 2007 to Nov 5, 2007 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

E•••••••• P••••••• L•• to Z••• D•• C•••••• E••••••••• L••
left Jan 31, 2024, registered Oct 17, 2024 (260 days) · Other
S••••• F•••••••• G•••• I•• to E•••••••• P••••••• L••
left Sep 29, 2020, registered Jun 5, 2020 (-116 days) · Affiliated broker-dealer or bank to a state-registered adviser
J••• M••••• S••••••••• L•• to S••••• F•••••••• G•••• I••
left May 4, 2018, registered Jun 22, 2018 (49 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
U••• B•••••• I••••••••• I••• to C•••• I••••••••• S••••••• C••••
left Dec 18, 2009, registered Jan 8, 2010 (21 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U••• B•••••• I••••••••• I•••
left Nov 5, 2007, registered Apr 8, 2008 (155 days) · Other

Signals

E••••• E••••• V••• left E•••••••• P••••••• L•• for Z••• D•• C•••••• E••••••••• L•• (registered 2024-10-17)
Jan 31, 2024 · 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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address