Roberto J. Villarreal
Professional summary
Roberto Joel Villarreal, who also goes by Bobby VIllarreal, is a registered financial professional currently at TRB CAPITAL MARKETS, LLC located in Edinburg, Texas.
Roberto is registered as a RR (Registered Representative) and started their career in finance in 2019. Roberto has worked at 2 firms and has passed the Series 52TO, SIE, Series 50, Series 54 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Roberto Joel Villarreal's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 9, 2024 - Present
TRB CAPITAL MARKETS, LLC
Office #1: 1508 South Lone Star Way Suite 1 , Edinburg, TX 78539September 30, 2019 - September 30, 2024
ESTRADA HINOJOSA & COMPANY, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 52TO
Date: 9/30/2019
Municipal Securities Representative ExaminationFINRA
Current Firm
TRB CAPITAL MARKETS, LLC
CRD#: 322618 / SEC#: , 8-70999
Contact information
FINRA licenses (46 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TEXAS REGIONAL BANK | OWNER | |
| COULTER, ROBERT VINCENT | CHIEF COMPLIANCE OFFICER/MUNICIPAL SECURITIES PRINCIPAL | 4211707 |
| HEBERT, MICHAEL JAMES | COMPLIANCE OFFICER/VP/SROP | 1229298 |
| HINOJOSA, NOE JR | PRESIDENT - MUNICIPAL BANKING | 1782212 |
| JOHNSON, KRISTY KAY | FINOP | 4470948 |
| TIPPIT, JOHN LEE IV | CEO/PRESIDENT OF CAPITAL MARKETS | 5809446 |
Red Flags
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Company Information
TRB CAPITAL MARKETS, LLC
CRD#: 322618Edinburg, TX 78539TRUST BUT VERIFY
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