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RIA / WealthAdvisor23 years in industry

MARCELINO SERVIDAD VILLAFLOR

Advisor at ESI FINANCIAL ADVISORS

ROANOKE, VA | VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:7f68cc3d-ed30-c3d4-e6c1-e5f81cf37ad5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 10, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ESI FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 24, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: May 24, 2003
First registration: Oct 10, 2011
Dual registered: no
Other names: MARC S VILLAFLOR|MARCELINO SERVIDAD VILLAFLOR|Marcelino S Villaflor|Marcelino Servidad Villaflor|Marcelino Servidad Villaflor
IAPD individual key: 3020738

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ESI FINANCIAL ADVISORS	Independent wealth	Dec 23, 2025	n/a	yes	ROANOKE, VA\|VIRGINIA BEACH, VA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 25, 2024	Dec 22, 2025	no	VIRGINIA BEACH, VA	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Oct 16, 2023	Oct 29, 2024	no	Norfolk, VA\|ARDEN HILLS, MN	Previous registration
ROYAL WEALTH MANAGEMENT	State registered	Apr 6, 2015	Oct 14, 2019	no	NORFOLK, VA\|CHESAPEAKE, VA	Previous registration
ROYAL WEALTH MANAGEMENT	State registered	Feb 24, 2014	Jan 28, 2015	no	CHESAPEAKE, VA	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 10, 2011	Feb 5, 2014	no	VIRGINIA BEACH, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	ESI FINANCIAL ADVISORS	Dec 22, 2025	Dec 23, 2025	1	Firm change	Ibd to RIA
GRADIENT ADVISORS, LLC	LPL FINANCIAL LLC	Oct 29, 2024	Oct 25, 2024	-4	Firm change	RIA to ibd
ROYAL WEALTH MANAGEMENT	GRADIENT ADVISORS, LLC	Oct 14, 2019	Oct 16, 2023	1,463	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	ROYAL WEALTH MANAGEMENT	Feb 5, 2014	Feb 24, 2014	19	Firm change	Other

Relationships

Registered with (5)

→ ESI FINANCIAL ADVISORSRegistered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 25, 2024 to Dec 22, 2025factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 16, 2023 to Oct 29, 2024factForm ADV
→ ROYAL WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 6, 2015 to Oct 14, 2019factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 10, 2011 to Feb 5, 2014factForm ADV

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
Marcelino Servidad Villaflor left Lpl Financial Llc for Esi Financial Advisors (registered 2025-12-23)
Form ADVobserved 5 days ago
Occurred
Oct 29, 2024
Advisor changed firm
Marcelino Servidad Villaflor left Gradient Advisors, Llc for Lpl Financial Llc (registered 2024-10-25)
Form ADVobserved 5 days ago