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80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-11 |
Branch Locations
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-15 |
| CA | RA | APPROVED | 2019-05-08 |
| FL | RA | APPROVED | 2004-09-23 |
Branch Locations
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States
Aventura, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Leumi Usa | New York | NY | 01/2001 | 04/2022 |
| Leumi Investment Services Inc | Miami | FL | 06/2004 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | Present |
| Valley National Bank | Aventura | FL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | Present |
Name of outside activity/business: Vtal Property LLC Is the business investment-related: real estate investment Address of business: 3530 Mystic Pointe Dr. Apt 1404 Aventura FL 33180 Nature of the other business: n/a Your position, title, or relationship with the other business: Member Description of your duties relating to the other business: The start date of your relationship: 9/27/2018 Start date of new position: Approximate number of hours/month you devote to the other business: 0 Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: no If compensated, expected compensation: n/a Is the outside entity or any of its authorized parties a client? NO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-21 |
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