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••••• V•••

C••••• I••••••••• A••••••• L••BD 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

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jul 10, 2025 · San Antonio, Tx
K••••• A••••••• S•••••••• L•• BD affiliated
Jan 9, 2023 to Apr 4, 2025 · San Antonio, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 6, 2021 to Nov 18, 2022 · San Antonio, Tx
W•••••• • R••• former
Mar 6, 2020 to Jul 21, 2021 · Edmond, Ok
T••••••• I••••••••• M••••••••• I••• BD affiliated
Nov 8, 2019 to Feb 7, 2020 · Cedar Park, Tx
F•••••••• A••••••• S•••••••• L•• former
Mar 8, 2018 to Jun 20, 2019 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to C••••• I••••••••• A••••••• L••
left Apr 4, 2025, registered Jul 10, 2025 (97 days) · Affiliated broker-dealer or bank to another · moved with a team
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to K••••• A••••••• S•••••••• L••
left Nov 18, 2022, registered Jan 9, 2023 (52 days) · Wirehouse to affiliated broker-dealer or bank
W•••••• • R••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jul 21, 2021, registered Oct 6, 2021 (77 days) · Affiliated broker-dealer or bank to wirehouse
T••••••• I••••••••• M••••••••• I••• to W•••••• • R•••
left Feb 7, 2020, registered Mar 6, 2020 (28 days) · Affiliated broker-dealer or bank to another
F•••••••• A••••••• S•••••••• L•• to T••••••• I••••••••• M••••••••• I•••
left Jun 20, 2019, registered Nov 8, 2019 (141 days) · Affiliated broker-dealer or bank to another

Signals

E••••• V••• left K••••• A••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-07-10)
Apr 4, 2025 · Advisor changed firm · fact
E••••• V••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for K••••• A••••••• S•••••••• L•• (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