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

Vera Jalilla Feldbusch

Mtc Wealth Managementasset managerTampa, Fl IA-onlyIAPD 5257078

Feed of 09/15/2026

Also filed as Vera Feldbusch

At current firm

1 y

since Feb 19, 2025

In the industry

19 y

since Mar 23, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mtc Wealth Management asset manager current
since Feb 19, 2025 · Tampa, Fl
U.S. Bancorp Investments, Inc. former
Jul 20, 2023 to Dec 8, 2023 · Saint Paul, Mn
U.S. Bancorp Advisors, LLC BD affiliated
Apr 28, 2015 to Dec 8, 2023 · Los Angeles, Ca
Bancwest Investment Services, Inc. (Bwis) former
Jan 22, 2014 to Apr 7, 2015 · Stockton, Ca
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Jul 10, 2013 to Jan 10, 2014 · Huntington Beach, Ca
LPL Financial LLC BD affiliated
Nov 29, 2012 to Jun 25, 2013 · Irvine, Ca
Chase Investment Services Corp. former
May 2, 2009 to Aug 28, 2012 · Seal Beach, Ca
Wamu Investments, Inc. unclassified
Jan 30, 2008 to May 2, 2009 · Rolling Hills, Ca
Ameriprise Financial Services, LLC national BD
Mar 26, 2007 to Dec 19, 2007 · Newport Beach, Ca

Moves

a registration end followed by a registration begin elsewhere

U.S. Bancorp Investments, Inc. to Mtc Wealth Management
left Dec 8, 2023, registered Feb 19, 2025 (439 days) · Other
U.S. Bancorp Advisors, LLC to U.S. Bancorp Investments, Inc.
left Dec 8, 2023, registered Jul 20, 2023 (-141 days) · Affiliated broker-dealer or bank to another
Bancwest Investment Services, Inc. (Bwis) to U.S. Bancorp Advisors, LLC
left Apr 7, 2015, registered Apr 28, 2015 (21 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Bancwest Investment Services, Inc. (Bwis)
left Jan 10, 2014, registered Jan 22, 2014 (12 days) · Other
LPL Financial LLC to National Planning Corporation ("Npc Of America" In Fl & Ny)
left Jun 25, 2013, registered Jul 10, 2013 (15 days) · Other
Chase Investment Services Corp. to LPL Financial LLC
left Aug 28, 2012, registered Nov 29, 2012 (93 days) · Other
Wamu Investments, Inc. to Chase Investment Services Corp.
left May 2, 2009, registered May 2, 2009 (0 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Wamu Investments, Inc.
left Dec 19, 2007, registered Jan 30, 2008 (42 days) · Other

Signals

Vera Jalilla Feldbusch left U.S. Bancorp Investments, Inc. for Mtc Wealth Management (registered 2025-02-19)
Dec 8, 2023 · Advisor changed firm · fact
Vera Jalilla Feldbusch left U.S. Bancorp Advisors, Llc for U.S. Bancorp Investments, Inc. (registered 2023-07-20)
Dec 8, 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address