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Allon Harris

Valley Financial Management, Inc.

New York, NY

New York, NY

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Current Employers
Valley Financial Management, Inc.

350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-15
  • NY RA
    APPROVED
    Since 2021-07-15

Branch Locations

350 Madison Ave. 4Th Floor, Compliance Department, New York, NY 10017 • USA

350 Madison Avenue, New York, NY 10017 • 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
Leumi Investment Services Inc. New York NY 02/2014 04/2022
Valley Financial Management, Inc. New York NY 04/2022 Present
Valley National Bank New York NY 04/2022 Present
  • 02/2014 → 04/2022
    Leumi Investment Services Inc.
    New York, NY
  • 04/2022 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 04/2022 → Present
    Valley National Bank
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-06-06
  • S63 Uniform Securities Agent State Law Examination
    2014-06-06

View on SEC IAPD

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