Roland Villanueva

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-30

Branch Locations

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

Organization	City	State	From	To
Schwab Wealth Advisory, Inc	Westlake	TX	05/2026	Present
Charles Schwab & Co, Inc	Westlake	TX	05/2026	Present
Edward Jones	Mckinney	TX	02/2022	09/2023
Corpus Christi Financial Group	Corpus Christi	TX	02/2021	12/2021
Full Time Education	Corpus Christi	TX	04/2020	12/2020
Edward Jones	St. Louis	MO	06/2019	08/2020
Sprint Corp.	Corpus Christi	TX	06/2018	04/2019
Full Time Education	Corpus Christi	TX	01/2010	06/2018
Voya Financial Advisors/Cetera Advisor Networks	Corpus Christi	TX	01/2021	08/2021
Fisher Investments	Plano	TX	09/2023	05/2026

05/2026 → Present

Schwab Wealth Advisory, Inc

Westlake, TX
05/2026 → Present

Charles Schwab & Co, Inc

Westlake, TX
02/2022 → 09/2023

Edward Jones

Mckinney, TX
02/2021 → 12/2021

Corpus Christi Financial Group

Corpus Christi, TX
04/2020 → 12/2020

Full Time Education

Corpus Christi, TX
06/2019 → 08/2020

Edward Jones

St. Louis, MO
06/2018 → 04/2019

Sprint Corp.

Corpus Christi, TX
01/2010 → 06/2018

Full Time Education

Corpus Christi, TX
01/2021 → 08/2021

Voya Financial Advisors/Cetera Advisor Networks

Corpus Christi, TX
09/2023 → 05/2026

Fisher Investments

Plano, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-02