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350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-22 |
Branch Locations
350 Madison Avenue, New York, NY 10017 • United States
1 North Lasalle Street Suite 1400, Chicago, IL 60602 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-07-17 |
Branch Locations
1 North Lasalle Street, Chicago, IL 60602 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leumi Investment Services, Inc. | Chicago | IL | 09/2008 | 04/2022 |
| Bank Leumi Usa | Chicago | IL | 09/2008 | 04/2022 |
| Valley Financial Management, Inc. | Chicago | IL | 04/2022 | Present |
| Valley National Bank | Chicago | IL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Chicago | IL | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-16 |
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