Rudy Villa

WILLIS JOHNSON WEALTH

HOUSTON, TX 77057

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CRD#: 5663511

Professional summary

Rudy Villa III, who also goes by Rudy VIlla III, Rudy Villa, is a registered financial advisor currently at WILLIS JOHNSON WEALTH located in Houston, Texas.

Rudy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rudy has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Rudy Villa Iii | Rudy Villa

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.

1) VALMARK SECURITIES; 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; REGISTERED REPRESENTATIVE; NON-PRODUCING REPRESENTATIVE SUPPORTING THE SALES AND MANAGEMENT OF BROKERAGE, DIRECT AND ADVISORY INVESTMENTS, START DATE 11/2022; 80 HOURS PER MONTH, 80 DURING TRADING HOURS; SALARIED POSITION/// 2) VERDE WEALTH GROUP, LLC 3555 TIMMONS LANE, SUITE 910, HOUSTON, TX 77027; CLIENT SERVICE MANAGER; SALARIED POSITION SUPPORTING FINANCIAL PLANNING FIRM; START DATE 2/2/2022; 80 HOURS PER MONTH, 80 DURING TRADING HOURS; SALARIED POSITION///

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Villa III'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

June 1, 2026 - Present

WILLIS JOHNSON WEALTH

Office #1: 5847 San Felipe Suite 1500, Houston, TX 77057

RIA

CRD#: 119759

HOUSTON, TX

Past

January 5, 2023 - June 12, 2026

VERDE WEALTH GROUP, LLC

RIA

CRD#: 154568

HOUSTON, TX

Past

November 17, 2022 - May 15, 2026

VALMARK SECURITIES, INC.

CRD#: 31243

Houston, TX

Past

February 26, 2020 - January 10, 2021

IMPACT MONEY MANAGEMENT

RIA

CRD#: 307416

SAN ANTONIO, TX

Past

April 17, 2018 - March 8, 2019

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

April 17, 2018 - March 8, 2019

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

August 8, 2017 - March 14, 2018

HORACE MANN INVESTORS, INC.

CRD#: 11643

San Antonio, TX

Past

September 29, 2014 - May 2, 2016

S HARRIS FINANCIAL GROUP, LLC

RIA

CRD#: 151899

SAN ANTONIO, TX

Past

July 23, 2014 - April 7, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SAN ANTONIO, TX

Past

November 2, 2012 - September 30, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN ANTONIO, TX

Past

November 2, 2012 - September 30, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN ANTONIO, TX

Past

June 27, 2012 - June 27, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN ANTONIO, TX

Past

May 22, 2012 - September 20, 2012

LPL FINANCIAL LLC

CRD#: 6413

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".

WILLIS JOHNSON WEALTH

JOHNSON, BENDER & COMPANY | WILLIS JOHNSON WEALTH, INC. | WILLIS JOHNSON WEALTH | WILLIS JOHNSON & ASSOCIATES, INC.

CRD#: 119759 / SEC#: 801-66191

RIA

Registered Investment Advisory firm - (2/9/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 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.

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
(6/1/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 12/9/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 3/21/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 11/17/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 5/21/2012

General Securities Representative Examination

Current Firm

WILLIS JOHNSON WEALTH

JOHNSON, BENDER & COMPANY | WILLIS JOHNSON WEALTH, INC. | WILLIS JOHNSON WEALTH | WILLIS JOHNSON & ASSOCIATES, INC.

CRD#: 119759 / SEC#: 801-66191

RIA

Registered Investment Advisory firm - (2/9/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

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Contact information

Main Address

5847 San Felipe Suite 1500, Houston, TX 77057

Mailing Address

Phone number

(713) 439-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WILLIS JOHNSON WEALTH ADV 2A (8/20/2026)

Regulatory assets under management

Total Number of Accounts	2,742
AUM (Assets Under Management)	$ 1,851,891,503

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

Rudy Villa

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rudy Villa III's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERDE WEALTH GROUP, LLC

VALMARK SECURITIES, INC.

IMPACT MONEY MANAGEMENT

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

HORACE MANN INVESTORS, INC.

S HARRIS FINANCIAL GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

WILLIS JOHNSON WEALTH

State Registrations and Notice Filings

Exams

Series 63

Passed: 12/9/2022

Series 65

Passed: 3/21/2012

Series 7TO

Passed: 11/17/2022

SIE

Passed: 10/1/2018

Series 7

Passed: 5/21/2012

Current Firm

WILLIS JOHNSON WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIS JOHNSON WEALTH

TRUST BUT VERIFY

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