Paul Villanueva

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CRD#: 2119288

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Villanueva JR, who also goes by Pablo VIllanueva Jr, Pablo Villanueva, Paul Villanueva, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1992. Paul had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Pablo Villanueva Jr | Pablo Villanueva | Paul Villanueva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 10, 2020 - June 21, 2021

BUILD ASSET MANAGEMENT

RIA

CRD#: 298354

Houston, TX

Past

February 25, 2019 - December 16, 2019

REILLY FINANCIAL ADVISORS

RIA

CRD#: 110315

Houston, TX

Past

July 7, 2016 - November 22, 2017

USI SECURITIES, INC.

CRD#: 43793

HOUSTON, TX

Past

July 5, 2012 - March 4, 2016

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

June 19, 2008 - June 22, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

March 22, 2004 - February 7, 2007

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

June 13, 2001 - January 2, 2004

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

October 15, 1999 - April 20, 2001

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 16, 1996 - October 23, 1996

ALL-TECH DIRECT, INC.

CRD#: 13992

MONTVALE, NJ

Past

July 18, 1994 - January 31, 1996

JOSEPHTHAL & CO., INC.

CRD#: 3227

NEW YORK, NY

Past

August 28, 1992 - July 19, 1994

F.N. WOLF & CO., INC.

CRD#: 13051

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BUILD ASSET MANAGEMENT

BUILD ASSET MANAGEMENT | GET BUILDING | BUILD ASSET MANAGEMENT, LLC

CRD#: 298354 / SEC#: 801-122911

RIA

Registered Investment Advisory firm - (12/20/2021 Approved)

Missouri

Registered Investment Advisory firm - (12/20/2021 Terminated)

South Dakota

Registered Investment Advisory firm - (12/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (1/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/25/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/24/1999

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 8/26/1992

General Securities Representative Examination

Current Firm

BUILD ASSET MANAGEMENT

BUILD ASSET MANAGEMENT | GET BUILDING | BUILD ASSET MANAGEMENT, LLC

CRD#: 298354 / SEC#: 801-122911

RIA

Registered Investment Advisory firm - (12/20/2021 Approved)

Missouri

Registered Investment Advisory firm - (12/20/2021 Terminated)

South Dakota

Registered Investment Advisory firm - (12/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (1/21/2022 Terminated)

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Contact information

Main Address

3608 West Truman Blvd. Suite 200, Jefferson City, MO 65109

Mailing Address

Phone number

(833) 852-8453

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BUILD ASSET MANAGEMENT, LLC (4/18/2025)

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 44,176,663

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul Villanueva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

REILLY FINANCIAL ADVISORS

USI SECURITIES, INC.

TRANSAMERICA INVESTORS SECURITIES, LLC

MML INVESTORS SERVICES, LLC

JOHN HANCOCK DISTRIBUTORS LLC

EMPOWER FINANCIAL SERVICES, INC.

CITISTREET EQUITIES LLC

ALL-TECH DIRECT, INC.

JOSEPHTHAL & CO., INC.

F.N. WOLF & CO., INC.

Primary Firm SEC Registration

BUILD ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/25/2019

Series 63

Date: 10/8/1999

SIE

Date: 11/22/2017

Series 6

Date: 9/24/1999

Series 7

Date: 8/26/1992

Current Firm

BUILD ASSET MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BUILD ASSET MANAGEMENT

TRUST BUT VERIFY

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