Villedo Jr Rios

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-30

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States

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

Organization	City	State	From	To
Td Ameritrade	Southlake	TX	07/2021	11/2021
G4S Secure Solutions Usa Inc	Santa Ana	CA	08/2014	08/2023
United States Marine Corps	Seal Beach	CA	04/2013	03/2019
Fidelity Investments	Westlake	TX	05/2022	07/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fort Worth	TX	07/2025	Present
Southern New Hampshire University	Manchester	NH	10/2023	Present
Fulleton College	Fullerton	CA	01/2014	08/2018
County Of Orange, Ca	County Of Orange	CA	04/2017	06/2017
Bank Of America, N.A.	Fort Worth	TX	11/2025	Present

07/2021 → 11/2021

Td Ameritrade

Southlake, TX
08/2014 → 08/2023

G4S Secure Solutions Usa Inc

Santa Ana, CA
04/2013 → 03/2019

United States Marine Corps

Seal Beach, CA
05/2022 → 07/2025

Fidelity Investments

Westlake, TX
07/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fort Worth, TX
10/2023 → Present

Southern New Hampshire University

Manchester, NH
01/2014 → 08/2018

Fulleton College

Fullerton, CA
04/2017 → 06/2017

County Of Orange, Ca

County Of Orange, CA
11/2025 → Present

Bank Of America, N.A.

Fort Worth, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-30
S63	Uniform Securities Agent State Law Examination	2023-05-10

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