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Joshua Adonaiy Villalta

Charles Schwab & Co., Inc.

Walnut Creek, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-19
  • CA RA
    APPROVED
    Since 2022-09-19

Branch Locations

1231 S. California Blvd, Walnut Creek, CA 94596-5122 • 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
J.P. Morgan Securities Llc Berkeley CA 09/2018 03/2020
Jpmorgan Chase Bank, N.A. Berkeley CA 09/2018 03/2020
Wells Fargo El Cerrito CA 08/2016 09/2018
Cal Student Store Berkeley CA 12/2015 09/2016
Wells Fargo Clearing Services, Llc Walnut Creek CA 03/2020 04/2021
Wells Fargo Bank, Na Walnut Creek CA 03/2020 04/2021
Charles Schwab & Co., Inc Walnut Creek CA 09/2021 Present
Charles Schwab Bank Ssb Walnut Creek CA 09/2021 Present
Unemployed Hayward CA 05/2021 05/2021
Danville Brewing Danville CA 09/2021 09/2021
Student - Fulltime Hayward CA 06/2021 08/2021
  • 09/2018 → 03/2020
    J.P. Morgan Securities Llc
    Berkeley, CA
  • 09/2018 → 03/2020
    Jpmorgan Chase Bank, N.A.
    Berkeley, CA
  • 08/2016 → 09/2018
    Wells Fargo
    El Cerrito, CA
  • 12/2015 → 09/2016
    Cal Student Store
    Berkeley, CA
  • 03/2020 → 04/2021
    Wells Fargo Clearing Services, Llc
    Walnut Creek, CA
  • 03/2020 → 04/2021
    Wells Fargo Bank, Na
    Walnut Creek, CA
  • 09/2021 → Present
    Charles Schwab & Co., Inc
    Walnut Creek, CA
  • 09/2021 → Present
    Charles Schwab Bank Ssb
    Walnut Creek, CA
  • 05/2021 → 05/2021
    Unemployed
    Hayward, CA
  • 09/2021 → 09/2021
    Danville Brewing
    Danville, CA
  • 06/2021 → 08/2021
    Student - Fulltime
    Hayward, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-19
S63 Uniform Securities Agent State Law Examination 2018-12-11
  • S66 Uniform Combined State Law Examination
    2022-09-19
  • S63 Uniform Securities Agent State Law Examination
    2018-12-11
Other Names
  • Joshua Adonaiy Martinez
  • Joshua Adonaiy Villalta
  • Joshua Villalta

View on SEC IAPD

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USCF ADVISERS
BURTON ENRIGHT WELCH
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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