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Current Employers
Valor Investments And Planning Llc

109 N. 4Th Street Suite 1, Easton, PA 18042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-24
PA RA APPROVED 2023-02-09
  • NJ RA
    APPROVED
    Since 2023-05-24
  • PA RA
    APPROVED
    Since 2023-02-09

Branch Locations

109 N. 4Th Street Suite 1, Easton, PA 18042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kestra Advisory Services, Llc Succasunna NJ 04/2016 01/2023
Kestra Investment Services, Llc Succasunna NJ 09/2007 01/2023
Valor Investments And Planning Llc Easton PA 01/2023 Present
Valor Life And Annuity Llc Easton PA 01/2023 Present
Purshe Kaplan Sterling Investments Albany NY 04/2023 12/2024
The Leaders Group Inc Littleton CO 01/2025 Present
  • 04/2016 → 01/2023
    Succasunna, NJ
  • 09/2007 → 01/2023
    Kestra Investment Services, Llc
    Succasunna, NJ
  • 01/2023 → Present
    Easton, PA
  • 01/2023 → Present
    Valor Life And Annuity Llc
    Easton, PA
  • 04/2023 → 12/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 01/2025 → Present
    The Leaders Group Inc
    Littleton, CO
Previous Registrations
Other Businesses

1.) VALOR INVESTMENTS & PLANNING - 1/23/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Founding Advisor/IAR, Sales and marketing of investment advisory services & financial planning, Invt Rel, RA business, 160 hrs/mo; 130 hrs/mo (during trading hours). 2.) COASTAL INSURANCE CONSULTING - 2/1/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Insurance Agent, Consultative sales, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) VALOR LIFE & ANNUITY LLC - 1/23/2023 - 109 N 4th Street, Suite 1, Easton, PA 18042 - Insurance Producer, Sales & placement of fixed insurance products, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-22
  • S66 Uniform Combined State Law Examination
    2001-08-22
Other Names
  • Michael Snyder

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