Stephen T Valentine

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-02
TX	RA	APPROVED	2024-08-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	Santa Rosa	CA	03/2020	02/2023
J.P. Morgan Securities Llc	Santa Rosa	CA	05/2020	02/2023
Summit Bank	Walnut Creek	CA	06/2019	02/2020
Government Business Results, Llc	San Rafael	CA	10/2018	06/2019
State Street	Sacramento	CA	11/2018	02/2019
Hancock Health Group	Davis	CA	10/2015	01/2018
University Of California - Davis	Davis	CA	09/2016	09/2018
Morgan Stanley	San Francisco	CA	03/2023	07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Santa Rosa	CA	07/2024	Present
Bank Of America, N.A.	Santa Rosa	CA	10/2024	Present

03/2020 → 02/2023

Jpmorgan Chase Bank, N.A.

Santa Rosa, CA
05/2020 → 02/2023

J.P. Morgan Securities Llc

Santa Rosa, CA
06/2019 → 02/2020

Summit Bank

Walnut Creek, CA
10/2018 → 06/2019

Government Business Results, Llc

San Rafael, CA
11/2018 → 02/2019

State Street

Sacramento, CA
10/2015 → 01/2018

Hancock Health Group

Davis, CA
09/2016 → 09/2018

University Of California - Davis

Davis, CA
03/2023 → 07/2024

Morgan Stanley

San Francisco, CA
07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Santa Rosa, CA
10/2024 → Present

Bank Of America, N.A.

Santa Rosa, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-27

Other Firms