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Martin L Gale

Valley Wealth Managers, Inc.

Tampa, FL

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Current Employers
Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-27
  • FL RA
    APPROVED
    Since 2023-09-27

Branch Locations

2028 East 7Th Ave, Tampa, FL 33605 • 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
Hallmark Capital Management Clearwater FL 08/2015 Present
Valley Financial Management Tampa FL 06/2026 Present
  • 08/2015 → Present
    Hallmark Capital Management
    Clearwater, FL
  • 06/2026 → Present
    Valley Financial Management
    Tampa, FL
Previous Registrations
  • 2013-08-14 → 2015-08-31
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
    Tampa, FL
    Brandon, FL
    Tampa, FL
    Wesley Chapel, FL
    Palm Harbor, FL
    Palm Harbor, FL
    Tampa, FL
    Palm Harbor, FL
  • 2011-10-14 → 2013-07-10
    Usaa Financial Planning Services
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-20
  • S66 Uniform Combined State Law Examination
    2011-09-20
Designations

View on SEC IAPD

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Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

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