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

Fernando Martin Davila

LPL Financial LLCBD affiliatedLake Charles, Ladual registrantIAPD 6862719

Feed of 09/14/2026

Also filed as Fernando Martin Davila

At current firm

2 y

since Sep 17, 2024

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

LPL Financial LLC BD affiliated current
since Sep 17, 2024 · Lake Charles, La
Pruco Securities, LLC no RAUM
Dec 18, 2023 to Aug 14, 2024 · Ridgeland, Ms
Principal Advised Services BD affiliated
Jul 31, 2023 to Aug 29, 2023 · Sulphur, La
Principal Securities, Inc. BD affiliated
Apr 2, 2021 to Aug 4, 2023 · Prairieville, La
Td Ameritrade Investment Management, LLC former
Mar 12, 2020 to Dec 4, 2020 · Baton Rouge, La
Td Ameritrade, Inc. former
Mar 12, 2020 to Dec 4, 2020 · Baton Rouge, La
Edward Jones national BD
Dec 19, 2017 to Jan 9, 2020 · Luling, La

Moves

a registration end followed by a registration begin elsewhere

Pruco Securities, LLC to LPL Financial LLC
left Aug 14, 2024, registered Sep 17, 2024 (34 days) · Affiliated broker-dealer or bank to another
Principal Advised Services to Pruco Securities, LLC
left Aug 29, 2023, registered Dec 18, 2023 (111 days) · RIA to affiliated broker-dealer or bank
Principal Securities, Inc. to Principal Advised Services
left Aug 4, 2023, registered Jul 31, 2023 (-4 days) · Affiliated broker-dealer or bank to independent RIA
Td Ameritrade Investment Management, LLC to Principal Securities, Inc.
left Dec 4, 2020, registered Apr 2, 2021 (119 days) · RIA to affiliated broker-dealer or bank
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Dec 4, 2020, registered Mar 12, 2020 (-267 days) · corporate re-registration, not a move
Edward Jones to Td Ameritrade, Inc.
left Jan 9, 2020, registered Mar 12, 2020 (63 days) · Other

Signals

Fernando Martin Davila left Pruco Securities, Llc for Lpl Financial Llc (registered 2024-09-17)
Aug 14, 2024 · Advisor changed firm · fact
Fernando Martin Davila left Principal Advised Services for Pruco Securities, Llc (registered 2023-12-18)
Aug 29, 2023 · Advisor changed firm · fact
Fernando Martin Davila left Principal Securities, Inc. for Principal Advised Services (registered 2023-07-31)
Aug 4, 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: 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