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

D••••• C•••

V•••• F•••••••• A•••••••• I•••BD affiliatedAustin, Txdual registrantIAPD 6642009

Feed of 09/14/2026

Also filed as Donte Demetrius C•••

At current firm

0 y

since Nov 17, 2025

In the industry

13 y

since Aug 1, 2013 (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

V•••• F•••••••• A•••••••• I••• BD affiliated current
since Nov 17, 2025 · Austin, Tx
J••• M••••• S••••••••• L•• wirehouse
Nov 4, 2022 to Dec 6, 2024 · San Antonio, Tx
C•••••• S••••• • C••• I••• national BD
Apr 28, 2022 to Jul 14, 2022 · San Antonio, Tx
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Oct 19, 2018 to Apr 4, 2022 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to V•••• F•••••••• A•••••••• I•••
left Dec 6, 2024, registered Nov 17, 2025 (346 days) · Wirehouse to affiliated broker-dealer or bank
C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Jul 14, 2022, registered Nov 4, 2022 (113 days) · Affiliated broker-dealer or bank to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••• S••••• • C••• I•••
left Apr 4, 2022, registered Apr 28, 2022 (24 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

D••••• C••• left J••• M••••• S••••••••• L•• for V•••• F•••••••• A•••••••• I••• (registered 2025-11-17)
Dec 6, 2024 · Advisor changed firm · fact
D••••• C••• left C•••••• S••••• • C••• I••• for J••• M••••• S••••••••• L•• (registered 2022-11-04)
Jul 14, 2022 · Advisor changed firm · fact
D••••• C••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••• S••••• • C••• I••• (registered 2022-04-28)
Apr 4, 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