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RIA / WealthAdvisor12 years in industry

Jacob Anthony Villarreal

Advisor at PROVIDENCE CAPITAL

ROGERS, AR | San Antonio, TX

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Search this name across graphsid dfx:ria:f264eac4-08b5-89df-951a-83d4cb2ed604

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2018 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: PROVIDENCE CAPITAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 11, 2018
First registration: Sep 17, 2018
Dual registered: no
IAPD individual key: 6982122

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
PROVIDENCE CAPITAL	State registered	Apr 16, 2025	n/a	yes	San Antonio, TX\|ROGERS, AR	Current employment
49 FINANCIAL	Independent wealth	Jan 3, 2023	Feb 21, 2025	no	AUSTIN, TX	Previous registration
THRIVENT ADVISOR NETWORK, LLC	Bd affiliated wealth	Jun 23, 2020	Dec 31, 2022	no	Austin, TX\|MINNEAPOLIS, MN	Previous registration
PKS ADVISORY SERVICES, LLC	Independent wealth	Feb 19, 2020	Jul 2, 2020	no	ALBANY, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 17, 2018	Nov 19, 2019	no	Austin, TX\|AUSTIN, TX\|AUSTIN, TX	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
49 FINANCIAL	PROVIDENCE CAPITAL	Feb 21, 2025	Apr 16, 2025	54	Firm change	RIA to state RIA
THRIVENT ADVISOR NETWORK, LLC	49 FINANCIAL	Dec 31, 2022	Jan 3, 2023	3	Bulk transfer	Ibd to new firm
PKS ADVISORY SERVICES, LLC	THRIVENT ADVISOR NETWORK, LLC	Jul 2, 2020	Jun 23, 2020	-9	Bulk transfer	RIA to RIA
EQUITABLE ADVISORS, LLC	PKS ADVISORY SERVICES, LLC	Nov 19, 2019	Feb 19, 2020	92	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6627:125648:TX:2019-10-29	Nov 19, 2019	Feb 19, 2020	AUSTIN, TX	Firm change

Relationships

Registered with (5)

→ PROVIDENCE CAPITALRegistered adviserregistration: current employment
Apr 16, 2025 to presentfactForm ADV
→ 49 FINANCIALRegistered adviserregistration: previous registration
Jan 3, 2023 to Feb 21, 2025factForm ADV
→ THRIVENT ADVISOR NETWORK, LLCRegistered adviserregistration: previous registration
Jun 23, 2020 to Dec 31, 2022factForm ADV
→ PKS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 19, 2020 to Jul 2, 2020factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 17, 2018 to Nov 19, 2019factForm ADV

Dated events

Occurred
Feb 21, 2025
Advisor changed firm
Jacob Anthony Villarreal left 49 Financial for Providence Capital (registered 2025-04-16)
Form ADVobserved 6 days ago