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650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-08 |
Branch Locations
650 South 500 West Suite 128, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Boise | ID | 02/2011 | 04/2017 |
| Mml Investors Services Llc | Boise | ID | 02/2012 | 04/2017 |
| Legacy Wealth Management, Llc | Boise | ID | 11/2017 | 04/2021 |
| Paradigm Life | Salt Lake City | UT | 04/2017 | Present |
| Valentine Financial | Meridian | ID | 04/2017 | Present |
Name: Matthew Valentine Inv rel: Y Add: 5905 N Stafford Ln, Meridian ID 83642 Nature: ind life ins, health ins, grp life ins, grp health ins Position: agent Start date: 04/01/2011 No. HR/MO: 5 No. HR/MO during sec trading: 5. Valentine Financial LLC, income flows through this LLC, all hours are regular business hours. Valentine Realty DBA, joint owner with Annie Valentine Real Estate, all hours are regular business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
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