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Sarah Estrella Villalobos

Alongside, LLC

Castle Rock, CO

Austin, TX

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Current Employers
Alongside, Llc

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-01
TX RA APPROVED 2026-07-01
  • CO RA
    APPROVED
    Since 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

509 Wilcox St Ste 202, Castle Rock, CO 80104 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc Lone Tree CO 05/2000 11/2022
Charles Schwab Bank, Ssb Lone Tree CO 02/2005 11/2022
Vm Wealth Partners Castle Rock CO 11/2022 Present
Commonwealth Finacial Network San Diego CO 11/2022 06/2026
Alongside, Llc Castle Rock CO 07/2026 Present
Oakwood Capital Securities, Inc. Castle Rock CO 07/2026 Present
  • 05/2000 → 11/2022
    Charles Schwab & Co.,Inc
    Lone Tree, CO
  • 02/2005 → 11/2022
    Charles Schwab Bank, Ssb
    Lone Tree, CO
  • 11/2022 → Present
    Vm Wealth Partners
    Castle Rock, CO
  • 11/2022 → 06/2026
    Commonwealth Finacial Network
    San Diego, CO
  • 07/2026 → Present
    Castle Rock, CO
  • 07/2026 → Present
    Oakwood Capital Securities, Inc.
    Castle Rock, CO
Previous Registrations
Other Businesses

1. Fixed insurance sales; as of 04/26/2023; 1% of time spent during business hours; Conducted at branch; Investment related. 2. Co-Owner, VM Wealth Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/28/2022; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Estrella, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 08/16/2023; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-17
S63 Uniform Securities Agent State Law Examination 2000-09-05
  • S66 Uniform Combined State Law Examination
    2004-05-17
  • S63 Uniform Securities Agent State Law Examination
    2000-09-05
Designations
Other Names
  • Sarah Estrella Villalobos
  • Sarah E Villalobos

View on SEC IAPD

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