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Robert James Valentine

Rpg Investment Advisory, LLC

Pleasanton, CA

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Current Employers
Rpg Investment Advisory, Llc

6600 Koll Center Pkwy. #100, Pleasanton, CA 94566 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2019-02-06
UT RA APPROVED 2019-02-06
AZ RA APPROVED 2018-11-09
AL RA APPROVED 2018-09-06
LA RA APPROVED 2016-11-03
CA RA APPROVED 2014-10-22
  • MS RA
    APPROVED
    Since 2019-02-06
  • UT RA
    APPROVED
    Since 2019-02-06
  • AZ RA
    APPROVED
    Since 2018-11-09
  • AL RA
    APPROVED
    Since 2018-09-06
  • LA RA
    APPROVED
    Since 2016-11-03
  • CA RA
    APPROVED
    Since 2014-10-22

Branch Locations

6600 Koll Center Pkwy. #100, Pleasanton, CA 94566 • 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
Rpg Investment Advisory, Llc Pleasanton CA 08/2014 Present
Previous Registrations
  • 2011-04-28 → 2015-02-23
    Valentine Capital Asset Management, Inc.
    Danville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-05
  • S66 Uniform Combined State Law Examination
    2011-03-05

View on SEC IAPD

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Other Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA
ADAP TAX FINANCIAL, INC. · PLEASANTON, CA
BUCK WEALTH STRATEGIES, LLC · PLEASANTAN, CA
DEJARNATT, PAUL E · PLEASANTON, CA
LPL FINANCIAL LLC · PLEASANTON, CA
LEGACY WEALTH MANAGEMENT, LLC · Pleasanton, CA

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