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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 2023-08-07
  • FL RA
    APPROVED
    Since 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

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
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
  • 08/2010 → 04/2022
    Bank Leumi Usa
    Aventura, FL
  • 10/2011 → 04/2022
    Leumi Investment Services Inc
    Aventura, FL
  • 04/2022 → Present
    Valley Financial Management, Inc.
    Aventura, FL
  • 04/2022 → Present
    Valley National Bank
    Aventura, FL
  • 07/2023 → Present
    Aventura, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-10
  • S66 Uniform Combined State Law Examination
    2013-01-10
Other Names
  • Anhony Manuel Amaro

View on SEC IAPD

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