Joseph Valdes

Current Employers

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-23

FL RA
APPROVED

Since 2024-09-23

Branch Locations

Crystal Lake, IL • United States

Doral, FL • United States

Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-09-20

FL RA
APPROVED

Since 2024-09-20

Branch Locations

Doral, FL • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Valic Financial Advisors	Miami Beach	FL	07/2000	09/2024
Agia	Houston	TX	12/2022	09/2024
Lincoln Investment	Fort Washington	PA	09/2024	Present
Capital Analysts	Fort Washington	PA	09/2024	Present

07/2000 → 09/2024

Valic Financial Advisors

Miami Beach, FL
12/2022 → 09/2024

Agia

Houston, TX
09/2024 → Present

Lincoln Investment

Fort Washington, PA
09/2024 → Present

Capital Analysts

Fort Washington, PA

Previous Registrations

2000-07-14 → 2024-10-02

Valic Financial Advisors, Inc.

Miami Beach, FL

Boca Raton, FL

Miami, FL

Miami Beach, FL

Boca Raton, FL

Boca Raton, FL

Other Businesses

JV WEALTH PARTNERS LLC POSITION: Manager, owner and operator. NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/20/2024 ADDRESS: 1480 NW N River Drive, Apt. 1615, Miami FL 33125, United States DESCRIPTION: Used for journaling commissions for tax/accounting purposes.