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

Eloisa Vela

Cetera Investment Advisers LLCBD affiliatedSan Antonio, Txdual registrantIAPD 6167151

Feed of 09/14/2026

Also filed as Eloisa Martinez

At current firm

1 y

since Jul 10, 2025

In the industry

13 y

since Mar 1, 2013 (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

Cetera Investment Advisers LLC BD affiliated current
since Jul 10, 2025 · San Antonio, Tx
Kestra Advisory Services, LLC BD affiliated
Jan 9, 2023 to Apr 4, 2025 · San Antonio, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Oct 6, 2021 to Nov 18, 2022 · San Antonio, Tx
Waddell & Reed former
Mar 6, 2020 to Jul 21, 2021 · Edmond, Ok
Thrivent Investment Management Inc. BD affiliated
Nov 8, 2019 to Feb 7, 2020 · Cedar Park, Tx
Foresters Advisory Services, LLC former
Mar 8, 2018 to Jun 20, 2019 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Kestra Advisory Services, LLC to Cetera Investment Advisers LLC
left Apr 4, 2025, registered Jul 10, 2025 (97 days) · Affiliated broker-dealer or bank to another · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Kestra Advisory Services, LLC
left Nov 18, 2022, registered Jan 9, 2023 (52 days) · Wirehouse to affiliated broker-dealer or bank
Waddell & Reed to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 21, 2021, registered Oct 6, 2021 (77 days) · Affiliated broker-dealer or bank to wirehouse
Thrivent Investment Management Inc. to Waddell & Reed
left Feb 7, 2020, registered Mar 6, 2020 (28 days) · Affiliated broker-dealer or bank to another
Foresters Advisory Services, LLC to Thrivent Investment Management Inc.
left Jun 20, 2019, registered Nov 8, 2019 (141 days) · Affiliated broker-dealer or bank to another

Signals

Eloisa Vela left Kestra Advisory Services, Llc for Cetera Investment Advisers Llc (registered 2025-07-10)
Apr 4, 2025 · Advisor changed firm · fact
Eloisa Vela left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Kestra Advisory Services, Llc (registered 2023-01-09)
Nov 18, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address