Thomas Edward Villalta

Current Employers

Employment History

• 09/2012 → 01/2018
  Covenant Multi-Family Offices, Llc
  San Antonio, TX
• 01/2018 → Present
  Austin 180 Advisory Group Llc
  Austin, TX
• 05/2019 → 01/2022
  Austin 180 Media Capital Corporation
  Austin, TX

Previous Registrations

• 2019-09-24 → 2021-10-20
  Austin 180 Media Capital Corporation
  Austin, TX
• 2012-09-20 → 2018-02-02
  Covenant
  San Antonio, TX
  Austin, TX
• 1999-09-21 → 2012-09-18
  Jones Villalta Asset Management, Llc
  Austin, TX
  Austin, TX
• 2005-03-24 → 2012-09-18
  Stephen Jones Capital Management, Inc.
  Austin, TX
  Austin, TX

Other Businesses

THOMAS VILLALTA WAS ELECTED TO THE BOARD OF DIRECTORS TO THE CFA SOCIETY OF AUSTIN ON JUNE 22, 2011. IT IS A VOLUNTEER POSITION. THE CFA SOCIETY OF AUSTIN IS AN INVESTMENT RELATED ENTITY WITH AN ADDRESS AT P.O. BOX 1467, AUSTIN, TX 78767-1467. HE ANTICIPATES SPENDING 1-2 HOURS A MONTH WHICH MAY TAKE PLACE DURING OR AFTER SECURITIES TRADING HOURS. AS A MEMBER OF THE BOARD OF DIRECTORS, HIS DUTIES WILL ENTAIL ATTENDING BOARD MEETINGS, LUNCHEONS, SPEAKER PROGRAMS AND OTHER EVENTS SPONSORED BY THE CFA SOCIETY OF AUSTIN. THOMAS VILLALTA IS ALSO AN INVESTMENT RELATED AUTHOR. HE IS A SOLE PROPRIETOR WITH AN OFFICE AT 8512 COBBLESTONE, AUSTIN, TX 78735. HE SPENDS ALL OF HIS TIME WRITING DURING NON-SECURITIES TRADING HOURS. IT MAY EQUATE TO APPROXIMATELY 2 HOURS PER MONTH, DEPENDING ON PROJECTS. Austin Opera Endowment Fund: Name and Address: Austin Opera, 3009 Industrial Terrace, Unit 100, Austin, TX 78758; Nature of Business: Endowment for Performing Arts Organization; investment Related: only in that the Endowment is managed by an outside firm and I am part of a board that monitors that firm's performance; Position: Board Member; Start Date: March 8, 2023; Hours per Month: 0.25 Hours/Month - the Board meets 2 times per year, and I have to review some materials; Trading Hours: Usually meetings are after trading hours, but it can vary. Austin Opera Board of Trustees: Name and Address: Austin Opera, 3009 Industrial Terrace, Unit 100, Austin, TX 78758; Nature of Business: Oversight Board for Performing Arts Organization; Not investment Related; Position: Trustee; Start Date: May 15, 2023; ?Hours per Month: 1.0 - the Board meets 6 times per year, and I have to review some materials; Hours During Securities Trading Hours: Usually meetings are after trading hours. Austin Opera Board of Trustees - Finance Committee: Name and Address: Austin Opera 3009 Industrial Terrace, Unit 100 Austin, TX 78758; Nature of Business: Oversight Board for Performing Arts Organization, We have oversight of a firm that manages the organization's reserve funds. This is a minor component; Position: Committee Member; Start Date: May 15, 2023; Hours per Month: 1.25 Hours/Month - the Board meets 12 times per year, and I have to review some materials; Hours During Securities Trading Hours: Usually meetings are after trading hours. Outsourced CFO services; not investment related; Austin, Tx. Act as a consultant on financial and operational issues for companies. Owner; January 2026; 20 hours per month all outside of trading hours. Provide advice on cash budgeting and provide feedback on company operating performance and capital expenditures.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-24
• S63 Uniform Securities Agent State Law Examination
  1995-08-14

Designations