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80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-07 |
Branch Locations
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • 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 |
|---|---|---|---|---|
| Bank Leumi Usa | Aventura | FL | 08/2010 | 04/2022 |
| Leumi Investment Services Inc | Aventura | FL | 10/2011 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | Present |
| Valley National Bank | Aventura | FL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | Present |
1.Name of business: SAV Condo LLC 2.Is the business investment-related: No 3.Address of business: 2400 S Ocean Drive 7111 Ft. Pierce, FL 34949 4.Nature of the other business: (Personal use or rental property) Personal Use 5.Your position, title, or relationship with the other business: Member 6.Description of your duties relating to the other business: None 7.The start date of your relationship: 10/08/2021 8.Start date of new position: 10/08/2021 9.Approximate number of hours/month you devote to the other business: 0 10.Approximate number of hours you devote to the business during securities trading hours: 0 11.Is position compensated: No 12.If compensated, expected compensation: N/A 13.Does this entity have any brokerage accounts? No
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-10 |
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