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RB

Robin J. Badillo

BROADWAY WEALTH SOLUTIONS
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 5495531
RB

Professional summary

Robin Jade Badillo, who also goes by Robin Gonzales Badillo, Robin Jade Gonzales, is a registered financial advisor currently at BROADWAY WEALTH SOLUTIONS located in San Antonio, Texas.

Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robin has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robin Gonzales Badillo | Robin Jade Gonzales

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) - RIA

Click below to view Robin Jade Badillo's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 10, 2025 - Present

BROADWAY WEALTH SOLUTIONS

Office #1: 1177 N.e. Loop 410 5th Floor, San Antonio, TX 78209
RIA
CRD#: 291753
San Antonio, TX
Past

May 16, 2013 - December 3, 2018

BBVA SECURITIES INC.

BD
CRD#: 27060
SAN ANTONIO, TX
Past

July 28, 2008 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
SAN ANTONIO, TX

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".
BW
BROADWAY WEALTH SOLUTIONS
BROADWAY SERVICES, INC. | BROADWAY WEALTH SOLUTIONS, INC. | BROADWAY WEALTH SOLUTIONS

CRD#: 291753 / SEC#: 801-124953

RIA
Registered Investment Advisory firm - (5/5/2022 Approved)
Texas
Registered Investment Advisory firm - (5/31/2022 Terminated)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/22/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/12/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/26/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BROADWAY WEALTH SOLUTIONS
BROADWAY SERVICES, INC. | BROADWAY WEALTH SOLUTIONS, INC. | BROADWAY WEALTH SOLUTIONS

CRD#: 291753 / SEC#: 801-124953

RIA
Registered Investment Advisory firm - (5/5/2022 Approved)
Texas
Registered Investment Advisory firm - (5/31/2022 Terminated)
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Contact information

Main Address
1177 N.e. Loop 410 5th Floor, San Antonio, TX 78209
Mailing Address
Phone number
(210) 283-6600
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,171
AUM (Assets Under Management)$ 265,787,591

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/26/2026
Cover Page
Report
10/04/2024
Cover Page
Report
10/13/2023
Cover Page
Report

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.

Company Information

BROADWAY WEALTH SOLUTIONS

CRD#: 291753San Antonio, TX 78209

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