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Daniel Luis Valente

Janney Montgomery Scott LLC

Boca Raton, FL

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-24
  • FL RA
    APPROVED
    Since 2026-08-24

Branch Locations

2385 Nw Executive Center Drive Suite 200, Boca Raton, FL 33431 • 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
Ubs Financial Services Inc. Paramus NJ 05/2014 05/2017
Morgan Stanley Boca Raton FL 05/2017 08/2020
Raymond James & Associates, Inc. Boca Raton FL 08/2020 08/2026
Janney Montgomery Scott Llc Boca Raton FL 08/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-21
S63 Uniform Securities Agent State Law Examination 2012-09-27
  • S66 Uniform Combined State Law Examination
    2014-10-21
  • S63 Uniform Securities Agent State Law Examination
    2012-09-27
Other Names
  • Daniel Luis Valente

View on SEC IAPD

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Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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