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Nayivi Veronica Velez

Village Wealth Advisors

Westlake Village, CA

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Current Employers
Village Wealth Advisors

2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
TX RA APPROVED 2022-03-01
  • CA RA
    APPROVED
    Since 2025-12-23
  • TX RA
    APPROVED
    Since 2022-03-01

Branch Locations

2945 Townsgate Road Suite 120, Westlake Village, CA 91361 • 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
Avalon, Llc Santa Barbara CA 03/2016 11/2019
Our Wealth Guides Dba Village Wealth Advisors Westlake Villiage CA 10/2018 Present
  • 03/2016 → 11/2019
    Avalon, Llc
    Santa Barbara, CA
  • 10/2018 → Present
    Our Wealth Guides Dba Village Wealth Advisors
    Westlake Villiage, CA
Previous Registrations
  • 2016-03-03 → 2019-11-08
    Avalan, Llc
    Westlake Village, CA
  • 2012-11-01 → 2016-04-07
    Alexandria Capital
    Woodland Hills, CA
    Arlington, VA
    Westlake Village, CA
Designations
Other Names
  • Nayivi Velez
  • Nayivi V Velez

View on SEC IAPD

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Other Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA

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