Aubriana R. Villagrana

KEYSTONE ADVISORY GROUP

Scottsdale, AZ

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CRD#: 6013019

Professional summary

Aubriana Rose Villagrana, who also goes by Aubriana Rose Simbirdi, Aubriana Simbirdi, Bri Simbirdi, is a registered financial advisor currently at KEYSTONE ADVISORY GROUP located in Scottsdale, Arizona.

Aubriana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Aubriana has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Aubriana Rose Simbirdi | Aubriana Simbirdi | Bri Simbirdi

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) Educated Blonde - Online instructional videos for hair care - 16 hours per month (2) FERS Blueprint, Moderator for Federal employee benefits training online instructional video program, not investment related, 16 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubriana Rose Villagrana's 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 3, 2014 - Present

KEYSTONE ADVISORY GROUP

Office #2: 2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023

RIA

CRD#: 168574

Scottsdale, AZ

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

Arizona
(1/8/2025)

IAR

California
(6/3/2014)

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: 6/2/2014

Uniform Investment Adviser Law Examination

Current Firm

KEYSTONE ADVISORY GROUP

KEYSTONE ADVISORY GROUP | THE MONROE TEAM, INC. | THE MONROE TEAM, INC | THE KEY2RETIRE FORMULA | KEYSTONE PLANNING PARTNERSHIP

CRD#: 168574 / SEC#: 801-78478

RIA

Registered Investment Advisory firm - (1/6/2014 Terminated)

Arizona

Registered Investment Advisory firm - (1/8/2025 Approved)

California

Registered Investment Advisory firm - (1/1/2014 Approved)

Oregon

Registered Investment Advisory firm - (2/10/2014 Approved)

Texas

Registered Investment Advisory firm - (10/23/2013 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (4/11/2024 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).

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Contact information

Main Address

2440 Bert Drive Building 200, Suite 204, Hollister, CA 95023

Mailing Address

Phone number

(650) 262-0130

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 61,096,932

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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Aubriana R. Villagrana

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aubriana Rose Villagrana's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEYSTONE ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2014

Current Firm

KEYSTONE ADVISORY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEYSTONE ADVISORY GROUP

TRUST BUT VERIFY

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