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350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
225 N Beverly Drive, Beverly Hills, CA 90210 • United States
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-19 |
| CA | RA | APPROVED | 2023-07-27 |
Branch Locations
555 West 5Th Street 33Rd Floor, Los Angeles, CA 90013 • 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 |
|---|---|---|---|---|
| Leumi Investment Services Inc | Beverly Hills | CA | 09/2011 | 04/2022 |
| Bank Leumi Usa | Los Angeles | CA | 09/2011 | 04/2022 |
| Valley Financial Management, Inc. | Los Angeles | CA | 04/2022 | Present |
| Valley National Bank | Los Angeles | CA | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Los Angeles | CA | 07/2023 | Present |
Name of outside activity/business: Gideon Hausner Jewish Day School Is the business investment-related: Yes Address of business: 450 San Antonio Rd, Palo Alto, CA 94306 Nature of the other business: Jewish Day School Your position, title, or relationship with the other business: Member of the investment committee. Description of your duties relating to the other business: Part of the committee that develops, implements, and monitors the investments of the school's endowment according to the investment policy. The start date of your relationship: 2/3/23 Approximate number of hours/month you devote to the other business: 2-3 Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: No If compensated, expected compensation: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-01 |
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