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.

Current firm

SCHWAB WEALTH ADVISORY, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 2, 2022

First registration

Apr 4, 2022

Dual registered

yes, broker-dealer

Other names

Roland Villanueva

IAPD individual key

7111927

• Occurred

  May 7, 2026
  Advisor changed firm

  Roland Villanueva left Fisher Investments for Schwab Wealth Advisory, Inc. (registered 2026-05-30)

  Form ADVobserved 4 days ago
• Occurred

  Sep 18, 2023
  Advisor changed firm

  Roland Villanueva left Edward Jones for Fisher Investments (registered 2023-09-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1772f4f-e6b8-7761-1109-eb933c244bc6

First observed

Apr 4, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.