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Thomas Glenn Rutherford

Valor Investments And Planning LLC

Easton, PA

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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
PA RA APPROVED 2024-04-12
  • PA RA
    APPROVED
    Since 2024-04-12

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
Albemarle Bethlehem PA 03/2004 Present
Valor Investments And Planning Llc Easton PA 04/2024 Present
Previous Registrations
  • 2009-05-05 → 2025-05-22
    Albemarle Capital Management
    Bethlehem, PA
  • 2007-03-05 → 2009-02-27
    Mfp Strategies
    Bethlehem, PA
  • 2004-04-23 → 2007-07-26
    Albemarle
    Bethlehem, PA
  • 2006-07-20 → 2007-01-12
    Mfp Strategies
    Bethlehem, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-07-21
S65 Uniform Investment Adviser Law Examination 2003-07-03
  • S63 Uniform Securities Agent State Law Examination
    2003-07-21
  • S65 Uniform Investment Adviser Law Examination
    2003-07-03
Other Names
  • Thomas Glenn Rutherford
  • Thomas Glenn Rutherford

View on SEC IAPD

Other Firms

MORGAN STANLEY
AMICUS FINANCIAL ADVISORS, LLC
IAM ADVISORY LLC
VALOR CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
VALLEY NATIONAL ADVISERS INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

GARY LOUIS GUZZI
CHRISTOPHER MICHAEL WILSON
LACEY A KOZIK
JENNIFER A RAMPHAL
MICHAEL R GLOVAS JR
Taj R Piontkowski
MICHAEL RUDOLPH GLOVAS
LILRENE SMITH

Other Offices

MORGAN STANLEY · EASTON, PA
AMICUS FINANCIAL ADVISORS, LLC · Easton, PA
IAM ADVISORY LLC · EASTON, PA
VALOR CAPITAL MANAGEMENT LLC · EASTON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Easton, PA
PNC WEALTH MANAGEMENT LLC · PHILLIPSBURG, NJ
VALLEY NATIONAL ADVISERS INC · PHILLIPSBURG, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · Easton, PA

More in Easton, PA

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