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Current Employers
Dmk Advisor Group, Inc.

17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-16
  • TX RA
    APPROVED
    Since 2026-03-16

Branch Locations

San Antonio, TX • United States

17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc San Antonio TX 01/2008 06/2019
Usaa Financial Planning Services San Antonio TX 01/2009 06/2019
Usaa Investment Management Company San Antonio TX 01/2018 05/2019
Usaa Investment Management Company San Antonio TX 05/2019 06/2019
Victory Capital Advisers, Inc. Brooklyn OH 07/2019 10/2020
Victory Capital Management Inc. San Antonio TX 07/2019 10/2020
Cuellar & Associates San Antonio TX 10/2020 01/2022
Royal Alliance Associates, Inc. San Antonio TX 10/2020 01/2022
Money Concepts Capital Corp, Palm Beach Gardens FL 02/2022 02/2026
Dmk Advisor Group Lutz FL 03/2026 Present
  • 01/2008 → 06/2019
    Usaa Financial Advisors, Inc
    San Antonio, TX
  • 01/2009 → 06/2019
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 05/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2019 → 06/2019
    Usaa Investment Management Company
    San Antonio, TX
  • 07/2019 → 10/2020
    Victory Capital Advisers, Inc.
    Brooklyn, OH
  • 07/2019 → 10/2020
    San Antonio, TX
  • 10/2020 → 01/2022
    Cuellar & Associates
    San Antonio, TX
  • 10/2020 → 01/2022
    Royal Alliance Associates, Inc.
    San Antonio, TX
  • 02/2022 → 02/2026
    Palm Beach Gardens, FL
  • 03/2026 → Present
    Dmk Advisor Group
    Lutz, FL
Previous Registrations
Other Businesses

1. Valadez Enterprises, LLC., since 4/1/2023 Owner, CPA, Bookkeeper, Non-investment related, 1-10% time spent on activity during non-securities hrs. 2. Valadez Financial Planning & Wealth Management, LLC since 2/14/2022, Owner, DBA, Non-investment related, 60% time spent on activity during non-securities hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-30
S63 Uniform Securities Agent State Law Examination 2006-04-12
  • S66 Uniform Combined State Law Examination
    2008-12-30
  • S63 Uniform Securities Agent State Law Examination
    2006-04-12
Other Names
  • Carlos Valadez
  • Carlos Valadez

View on SEC IAPD

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