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Sean Patrick Villanueva Barter

Three Oaks Wealth

Gold River, CA

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Current Employers
Three Oaks Wealth

2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-12
OR RA APPROVED 2025-08-12
TX RA APPROVED 2025-08-12
  • CA RA
    APPROVED
    Since 2025-08-12
  • OR RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

2377 Gold Meadow Way Suite 220, Gold River, CA 95670 • 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
Jpmorgan Chase Bank Pleasanton CA 07/2014 08/2016
Jp Morgan Securities Llc Pleasanton CA 07/2014 08/2016
Unemployed Gilbert AZ 08/2016 07/2025
Three Oaks Capital Management, Llc Gold River CA 07/2025 Present
  • 07/2014 → 08/2016
    Jpmorgan Chase Bank
    Pleasanton, CA
  • 07/2014 → 08/2016
    Jp Morgan Securities Llc
    Pleasanton, CA
  • 08/2016 → 07/2025
    Unemployed
    Gilbert, AZ
  • 07/2025 → Present
    Three Oaks Capital Management, Llc
    Gold River, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-02
S63 Uniform Securities Agent State Law Examination 2014-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-02
  • S63 Uniform Securities Agent State Law Examination
    2014-08-20
Other Names
  • Sean Patrick Barter
  • Sean Patrick Villanueva
  • Sean Patrick Villanuevabarter

View on SEC IAPD

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Other Investors

MATTHEW SYDNEY CURTIS
GRANT STEPHEN BLEDSOE
Bethany Diane Ely
LAUREN M WILLIAMS
TREVOR KENNETH KERN
STEVEN EDWARD ZELLER
PATRICK JOHN MCLAUGHLIN
SCOTT RYLAND MACHEN

Other Offices

ALPHA RETIREMENT WEALTH, LLC · GOLD RIVER, CA
ZELLER KERN BUSINESS ADVISORS · GOLD RIVER, CA
NEWEDGE ADVISORS · Gold River, CA
EQUITABLE ADVISORS, LLC · GOLD RIVER, CA
CETERA INVESTMENT ADVISERS LLC · GOLD RIVER, CA
INDEPENDENT FINANCIAL GROUP, LLC · Gold River, CA
CETERA INVESTMENT ADVISERS LLC · GOLD RIVER, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Gold River, CA

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