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Huddleston, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED | 2020-11-19 |
Branch Locations
Huddleston, VA • United States
Cedar Hill, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Dallas | TX | 10/1995 | 12/2019 |
| Valley View Consulting, Llc | Huddleston | VA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-21 |
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