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Valerie Louise Peck

Sax Wealth Advisors, LLC

La Mesa, CA

Parsippany, NJ

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Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-13
CA RA APPROVED 2025-02-07
  • NJ RA
    APPROVED
    Since 2025-02-13
  • CA RA
    APPROVED
    Since 2025-02-07

Branch Locations

8030 La Mesa Blvd #601, La Mesa, CA 91942 • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • 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
Peck Financial Advisors San Diego CA 09/2013 12/2024
Sax Wealth Advisors Parsippany NJ 12/2024 Present
  • 09/2013 → 12/2024
    Peck Financial Advisors
    San Diego, CA
  • 12/2024 → Present
    Sax Wealth Advisors
    Parsippany, NJ
Previous Registrations
  • 2013-09-23 → 2025-03-27
    Peck Financial Advisors
    San Diego, CA
    La Mesa, CA
  • 2005-01-28 → 2013-09-30
    Cetera Wealth Services, Llc
    San Diego, CA
    San Diego , CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-04
S63 Uniform Securities Agent State Law Examination 2003-08-30
  • S66 Uniform Combined State Law Examination
    2004-10-04
  • S63 Uniform Securities Agent State Law Examination
    2003-08-30
Other Names
  • Valerie Louise Everitte

View on SEC IAPD

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