Aaron Michael De La Cruz

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 06/2021
  Fidelity Investments
  Westlake, TX
• 10/2020 → 12/2020
  Instacart
  Lubbock, TX
• 06/2020 → 09/2020
  Unemployed
  Lubbock, TX
• 08/2014 → 05/2020
  Texas Tech University
  Lubbock, TX
• 01/2019 → 03/2020
  Uber
  Lubbock, TX
• 01/2019 → 03/2020
  Lyft
  Lubbock, TX
• 05/2019 → 12/2020
  Favor
  Lubbock, TX
• 01/2018 → 03/2019
  Perdue Brandon Law Firm
  Lubbock, TX
• 08/2017 → 12/2017
  The Wine Nest
  Lubbock, TX
• 08/2017 → 08/2017
  Mcpherson Cellars Winery
  Lubbock, TX
• 04/2015 → 03/2017
  Texas Tech University
  Lubbock, TX
• 06/2017 → 08/2017
  Amigos Grocery Store
  Lubbock, TX
• 05/2017 → 06/2017
  Target
  Lubbock, TX
• 04/2022 → 03/2026
  Valic Financial Advisors
  Houston, TX
• 07/2021 → 11/2021
  Farmers Insurance: Carmen Mendoza Agency
  El Paso, TX
• 06/2021 → Present
  Maplebear Technologies
  Fort Worth, TX
• 11/2021 → 04/2022
  Tarascio Financial Planning, Llc
  El Paso, TX
• 12/2022 → 03/2026
  Agia
  Houston, TX
• 03/2026 → Present
  Clarity Financial Group
  Fort Worth, TX
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-07-19 → 2026-03-23
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX
  Fort Worth, TX
  Houston, TX
  Houston, TX

Other Businesses

1. NAME OF OTHER BUSINESS: CLARITY FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ASSOCIATE TO FINANCIAL ADVISOR. 2. NAME OF OTHER BUSINESS: MAPLEBEAR TECHNOLOGIES INVESTMENT RELATED: NO ADDRESS: FORT WORTH, TX NATURE OF BUSINESS: GROCERY SHOPPER APP START DATE: 06/2021 POSITION/TITLE/RELATIONSHIP: SHOPPER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: INDEPENDENT CONTRACTOR WHO UTILIZES INSTACART APP TO PROCESS CUSTOMER ONLINE ORDERS.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-08

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Aaron Michael De La Cruz
• Aaron De La Cruz
• Aaron Delacruz