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Amanda Jane Lique

Valor Wealth Partners

Washington, DC

Haverhill, MA

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Current Employers
Valor Wealth Partners

1200 G St Nw Suite 800, Washington, DC 20005 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-10-28
NC RA APPROVED 2025-06-13
FL RA APPROVED 2024-01-04
NH RA APPROVED 2022-07-21
DC RA APPROVED 2022-07-05
VA RA APPROVED 2022-06-13
MD RA APPROVED 2022-05-20
TX RA APPROVED_RES 2022-04-14
MA RA APPROVED 2022-04-13
  • SC RA
    APPROVED
    Since 2025-10-28
  • NC RA
    APPROVED
    Since 2025-06-13
  • FL RA
    APPROVED
    Since 2024-01-04
  • NH RA
    APPROVED
    Since 2022-07-21
  • DC RA
    APPROVED
    Since 2022-07-05
  • VA RA
    APPROVED
    Since 2022-06-13
  • MD RA
    APPROVED
    Since 2022-05-20
  • TX RA
    APPROVED_RES
    Since 2022-04-14
  • MA RA
    APPROVED
    Since 2022-04-13

Branch Locations

1200 G St Nw Suite 800, Washington, DC 20005 • United States

Haverhill, MA • 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
Valor Wealth Partners, Llc & Cs Planning Corp Boston MA 01/2019 08/2020
Cs Planning Corp Dba Valor Wealth Partners Boston MA 08/2020 06/2022
Digital Federal Credit Union Marlborough MA 10/2004 01/2019
Valor Wealth Partners, Llc Boston MA 04/2022 Present
  • 01/2019 → 08/2020
    Valor Wealth Partners, Llc & Cs Planning Corp
    Boston, MA
  • 08/2020 → 06/2022
    Cs Planning Corp Dba Valor Wealth Partners
    Boston, MA
  • 10/2004 → 01/2019
    Digital Federal Credit Union
    Marlborough, MA
  • 04/2022 → Present
    Valor Wealth Partners, Llc
    Boston, MA
Previous Registrations
  • 2020-08-21 → 2022-06-01
    Cs Planning Corp
    Portland, OR
    Andover, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-21
  • S65 Uniform Investment Adviser Law Examination
    2020-08-21
Other Names
  • Amanda Jane Kline

View on SEC IAPD

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HSIAO-CHUAN CHANG
AMANDA JEAN ZACK
CHRISTINE RUSHIN MISTR
CHARLES DOUGLAS HARTLEY
Marilyn McKinnon

Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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