Victor M. Valle

Current Employers

Employment History

• 08/2016 → 09/2019
  Comerica Securities, Inc.
  Los Angeles, CA
• 12/2019 → 01/2023
  Winans Investments
  Novato, CA
• 06/2020 → 01/2023
  Winans Investments
  Novato, CA
• 10/2023 → Present
  Veraz Advisors, Llc
  San Ramon, CA
• 11/2018 → Present
  Self Employed
  Pittsburg, CA

Previous Registrations

• 2020-06-12 → 2023-01-26
  Winans Investments
  Las Vegas, NV
• 2016-08-17 → 2019-09-23
  Comerica Securities
  San Francisco, CA
• 2014-03-25 → 2016-08-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
  San Jose, CA
  Walnut Creek, CA
  Concord, CA
  Napa, CA
  Orinda, CA
• 2012-10-30 → 2014-03-20
  Wells Fargo Clearing Services, Llc
  Oakland, CA
• 2009-07-27 → 2012-10-22
  Sii Investments, Inc.
  San Ramon, CA
• 2008-03-17 → 2008-05-30
  Liberty Group, Llc
  Oakland, CA
• 2005-07-08 → 2008-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Napa, CA
  Napa, CA
• 2004-05-26 → 2004-07-28
  Wells Fargo Investments, Llc
  Antioch, CA
• 2003-07-28 → 2003-10-22
  Waddell & Reed
  Fairfield, CA

Other Businesses

1). PITTSBURGH INSTRUCTIONAL BASEBALL LEAGUE; NON INVESTMENT-RELATED; 4287 DIEHL WAY, PITTSBURG, CA94565; YOUTH BASEBALL ORGANIZATION; PRESIDENT SINCE 08/16/2016; 4 HOURS PER MONTH, O DURING SECURITIES TRADING HOURS, OVERSEE THE OPERATIONS OF THE LEAGUE. 2). SILVER BACK SAV; NON INVESTMENT RELATED; 4287 DIEHL WAY, PITTSBURG, CA 94565; SALES OF SPORT NUTRITION SUPPLEMENTS; OWNER SINCE 11/2018; 20 HOURS PER MONTH, O DURING SECURITIES TRADING HOURS; OVERSEE THE OPERATIONS OF THE BUSINESS. 3). TENACE, LLC; NON-INVESTMENT RELATED; 4287 DIEHL WAY, PITTSBURG, CA 94565; FREIGHT BROKER; PARTNER SINCE 10/2023; 20 HOURS PER MONTH; O DURING SECURITIES TRADING HOURS; CHIEF OPERATING OFFICER.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-25
• S63 Uniform Securities Agent State Law Examination
  2002-11-04

Other Names

• Victor Michael Valle
• Victor Valle