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

Jorge M Delgado

Wells Fargo AdvisorswirehouseDuncanville, Txdual registrantIAPD 6864914

Feed of 09/14/2026

Also filed as Jorge Delgado

At current firm

0 y

since Aug 3, 2026

In the industry

18 y

since Dec 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wells Fargo Advisors wirehouse current
since Aug 3, 2026 · Duncanville, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jun 27, 2023 to Aug 4, 2026 · Dallas, Tx
Citigroup Global Markets Inc. BD affiliated
Jul 19, 2022 to May 1, 2023 · Irving, Tx
Charles Schwab & Co., Inc. national BD
Jan 26, 2022 to Jul 7, 2022 · Southlake, Tx
Td Ameritrade Investment Management, LLC former
Nov 13, 2018 to Jul 7, 2022 · Southlake, Tx
Td Ameritrade, Inc. former
Nov 13, 2018 to Jul 7, 2022 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Aug 4, 2026, registered Aug 3, 2026 (-1 days) · Wirehouse to wirehouse · moved with a team
Citigroup Global Markets Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left May 1, 2023, registered Jun 27, 2023 (57 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
Td Ameritrade, Inc. to Charles Schwab & Co., Inc.
left Jul 7, 2022, registered Jan 26, 2022 (-162 days) · channel change inside one enterprise, not a move
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Jul 7, 2022, registered Nov 13, 2018 (-1332 days) · channel change inside one enterprise, not a move
Charles Schwab & Co., Inc. to Citigroup Global Markets Inc.
left Jul 7, 2022, registered Jul 19, 2022 (12 days) · Affiliated broker-dealer or bank to another

Signals

Jorge M Delgado left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wells Fargo Advisors (registered 2026-08-03)
Aug 4, 2026 · Advisor changed firm · fact
Jorge M Delgado left Citigroup Global Markets Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-06-27)
May 1, 2023 · Advisor changed firm · fact
Jorge M Delgado left Charles Schwab & Co., Inc. for Citigroup Global Markets Inc. (registered 2022-07-19)
Jul 7, 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: Wirehousederived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address