Valerie Teresa Wagner

Current Employers

Schorn Wealth

33 South Indiana Avenue, Englewood, FL 34223 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-09

FL RA
APPROVED

Since 2025-01-09

Branch Locations

33 South Indiana Avenue, Englewood, FL 34223 • 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

Organization	City	State	From	To
Valerie Wagner & Associates	Englewood	FL	01/2004	Present

01/2004 → Present

Valerie Wagner & Associates

Englewood, FL

Other Businesses

Strategic Tax & Accounting Solutions, Inc. 2828 S. McCall R.D> #3216 Englewood, FL 34224 Not investment related This is a tax consulting firm. I am the owner and president. The business stated in November 2017. I devote 1 hour per month to this business but not during trading hours

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-29

S65 Uniform Investment Adviser Law Examination

2021-01-29

Other Names

Valerie Teresa Flores
Valerie Teresa Spina

View on SEC IAPD

Current Employers

Schorn Wealth

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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