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Roberto Valencia

Edward Jones

Hilo, HI

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
HI RA APPROVED 2024-10-11
  • TX RA
    APPROVED
    Since 2025-03-06
  • HI RA
    APPROVED
    Since 2024-10-11

Branch Locations

1289 Kilauea Ave Suite D, Hilo, HI 96720-4251 • 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
Allstate Insurance Co Hilo HI 08/2018 10/2024
Unemployed Des Moines IA 01/2018 08/2018
Nationwide Des Moines IA 10/2008 12/2017
Edward Jones St. Louis MO 10/2024 Present
  • 08/2018 → 10/2024
    Allstate Insurance Co
    Hilo, HI
  • 01/2018 → 08/2018
    Unemployed
    Des Moines, IA
  • 10/2008 → 12/2017
    Nationwide
    Des Moines, IA
  • 10/2024 → Present
    Edward Jones
    St. Louis, MO
Other Businesses

Allstate Insurance Hilo, HI Start date: 10/16/2024 Hours per week: 0 Hours during trading: 0 No responsibilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-30
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S66 Uniform Combined State Law Examination
    2024-09-30
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13
Other Names
  • Bob Carlos Valencia
  • Roberto C Valencia
  • Roberto Valencia
  • Roberto Carlos Valencia

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PEAK PLANNING GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
DFG INVESTMENTS AND TAX LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK

Other Investors

BARRY KAU YANG MARK
JILL MARIE MARK
MICHAEL FUK HUNG CHANG
DAVID LEE HALL
MICHELLE MOANA VICTORINE
Elyse Fumie Robinson
IRIS HISAKO KUWAYE
Zachary Charles Debauche

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · HILO, HI
LPL FINANCIAL LLC · HILO, HI
PEAK PLANNING GROUP, LLC · Hilo, HI
EDWARD JONES · HILO, HI
STATE FARM INVESTMENT MANAGEMENT CORP. · Hilo, HI
DFG INVESTMENTS AND TAX LLC · HILO, HI
EDWARD JONES · HILO, HI
LPL FINANCIAL LLC · HILO, HI

More in Hilo, HI

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