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James Clarke

Valley Financial Management, Inc.

New York, NY

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Current Employers
Valley Financial Management, Inc.

350 Madison Ave. Compliance 4Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-11
  • NY RA
    APPROVED
    Since 2024-04-11

Branch Locations

350 Madison Avenue, New York, NY 10017 • 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
Texas Christian University Fort Worth TX 08/2014 05/2018
Tug Hill Operating Llc Fort Worth TX 02/2017 05/2017
Main Street Energy Fort Worth TX 06/2018 10/2019
Royal Bank Of Canada New York NY 06/2017 08/2017
None Fort Worth TX 10/2019 11/2019
Mimeo New York NY 11/2019 04/2020
None New York NY 05/2020 06/2020
Mimeo New York NY 06/2020 08/2020
None New York NY 08/2020 09/2020
Bank Leumi New York NY 09/2020 09/2021
Leumi Bank New York NY 10/2021 04/2022
Valley Financial Management, Inc. New York NY 04/2022 07/2023
Valley Financial Management, Inc. New York NY 07/2023 Present
Valley National Bank New York NY 04/2022 Present
  • 08/2014 → 05/2018
    Texas Christian University
    Fort Worth, TX
  • 02/2017 → 05/2017
    Tug Hill Operating Llc
    Fort Worth, TX
  • 06/2018 → 10/2019
    Main Street Energy
    Fort Worth, TX
  • 06/2017 → 08/2017
    Royal Bank Of Canada
    New York, NY
  • 10/2019 → 11/2019
    None
    Fort Worth, TX
  • 11/2019 → 04/2020
    Mimeo
    New York, NY
  • 05/2020 → 06/2020
    None
    New York, NY
  • 06/2020 → 08/2020
    Mimeo
    New York, NY
  • 08/2020 → 09/2020
    None
    New York, NY
  • 09/2020 → 09/2021
    Bank Leumi
    New York, NY
  • 10/2021 → 04/2022
    Leumi Bank
    New York, NY
  • 04/2022 → 07/2023
    Valley Financial Management, Inc.
    New York, NY
  • 07/2023 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 04/2022 → Present
    Valley National Bank
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-25
  • S66 Uniform Combined State Law Examination
    2024-03-25
Other Names
  • James Patrick Clarke

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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