De A. Derbonne

BURKE WEALTH MANAGEMENT

HOUSTON, TX 77098

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CRD#: 5213237

Professional summary

De Ann Derbonne, who also goes by De Ann Derbonne Pacheco, is a registered financial advisor currently at BURKE WEALTH MANAGEMENT, LLC located in Houston, Texas.

De is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. De has worked at 2 firms and has passed the SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

De Ann Derbonne Pacheco

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view De Ann Derbonne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 16, 2021 - Present

BURKE WEALTH MANAGEMENT, LLC

Office #1: 3355 W Alabama St Suite 910, Houston, TX 77098

RIA

CRD#: 305840

HOUSTON, TX

Past

April 20, 2011 - March 2, 2021

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

November 10, 2006 - February 10, 2009

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BURKE WEALTH MANAGEMENT, LLC

CRD#: 305840 / SEC#: 801-135768

RIA

Registered Investment Advisory firm - (4/6/2026 Approved)

Louisiana

Registered Investment Advisory firm - (4/13/2026 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2026 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(4/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 11/9/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BURKE WEALTH MANAGEMENT, LLC

CRD#: 305840 / SEC#: 801-135768

RIA

Registered Investment Advisory firm - (4/6/2026 Approved)

Louisiana

Registered Investment Advisory firm - (4/13/2026 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2026 Terminated)

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Contact information

Main Address

3355 W Alabama St Suite 910, Houston, TX 77098

Mailing Address

Phone number

(713) 933-5402

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B AUGUST 2026 (8/19/2026)

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 95,240,442

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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De A. Derbonne

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view De Ann Derbonne's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURKE WEALTH MANAGEMENT, LLC

STATE FARM VP MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

Primary Firm SEC Registration

BURKE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

SIE

Passed: 10/1/2018

Series 6

Passed: 11/9/2006

Current Firm

BURKE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURKE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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