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350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401 • United States
350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA
1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-09 |
Branch Locations
1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Palm Beach | FL | 06/2016 | 04/2019 |
| Pnc Investments | Pittsburgh | PA | 06/2016 | 04/2019 |
| The Prudential Insurance Company Of America | Lake Worth | FL | 05/2019 | 03/2023 |
| Pruco Securities, Llc | Lake Worth | FL | 05/2019 | 03/2023 |
| Valley Financial Management, Inc. | West Palm Beach | FL | 04/2023 | Present |
| Valley National Bank | West Palm Beach | FL | 04/2023 | Present |
| Valley Wealth Managers, Inc. | West Palm Beach | CA | 07/2023 | Present |
POWER OF ATTORNEY FOR BARBARA CALDERWOOD, WHO IS MY MOTHER. POSITION: Power of Attorney NATURE: Fiduciary Appointment (e.g., Trustee, Executor, POA) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2019 ADDRESS: 1418 Tangled Orchard Trce Loxahatchee, FL 33470 DESCRIPTION: Pay bills as needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-22 |
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