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Feed of 09/15/2026
Also filed as A•••••••• Villegas Rodriguez
At current firm
0 y
since Jul 28, 2026
In the industry
10 y
since Aug 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- E••••• J•••• national BD currentsince Jul 28, 2026 · Scottsdale, Az
- M••••• S•••••• wirehouseNov 6, 2023 to Apr 22, 2026 · Scottsdale, Az
- J••• M••••• S••••••••• L•• wirehouseNov 22, 2022 to Oct 20, 2023 · Irvine, Ca
- M••••• S•••••• wirehouseAug 3, 2021 to Nov 29, 2022 · Gilbert, Az
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to E••••• J••••left Apr 22, 2026, registered Jul 28, 2026 (97 days) · Wirehouse to affiliated broker-dealer or bank
- J••• M••••• S••••••••• L•• to M••••• S••••••left Oct 20, 2023, registered Nov 6, 2023 (17 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to J••• M••••• S••••••••• L••left Nov 29, 2022, registered Nov 22, 2022 (-7 days) · Wirehouse to wirehouse
Signals
- A•••••••• L•••• left M••••• S•••••• for E••••• J•••• (registered 2026-07-28)Apr 22, 2026 · Advisor changed firm · fact
- A•••••••• L•••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2023-11-06)Oct 20, 2023 · Advisor changed firm · fact
- A•••••••• L•••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2022-11-22)Nov 29, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address