Barbara Marie Villard of Houston, TX appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Barbara Marie Villard appears on 2 filing roles across Form ADV (1), Form 13F (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | HOUSTON, TX |
| 2025-10-27 | Form 13F | Financial Synergies Wealth Advisors, Inc. | CCO & Director of Operations | HOUSTON, TX |