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Inactive

Giovanni Valle

Avantax Planning Partners, Inc.

Dubuque, IA

Rutherford, NJ

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-19
  • NJ RA
    APPROVED
    Since 2025-02-19

Branch Locations

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Rutherford, NJ • 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
Mariner Wealth Advisors Madison NJ 03/2021 07/2021
Beacon Trust Company Morristown NJ 12/2016 03/2021
Mettel New York NY 06/2016 12/2016
Facet Wealth Baltimore MD 07/2021 05/2022
Facet Wealth Baltimore MD 05/2022 05/2023
Avantax Planning Partners Rutherford NJ 01/2025 Present
Avantax Planning Partners Rutherford NJ 05/2023 Present
Avantax Investment Services Rutherford NJ 05/2023 09/2025
Cetera Wealth Services, Llc El Segundo CA 09/2025 Present
  • 03/2021 → 07/2021
    Mariner Wealth Advisors
    Madison, NJ
  • 12/2016 → 03/2021
    Beacon Trust Company
    Morristown, NJ
  • 06/2016 → 12/2016
    Mettel
    New York, NY
  • 07/2021 → 05/2022
    Facet Wealth
    Baltimore, MD
  • 05/2022 → 05/2023
    Facet Wealth
    Baltimore, MD
  • 01/2025 → Present
    Avantax Planning Partners
    Rutherford, NJ
  • 05/2023 → Present
    Avantax Planning Partners
    Rutherford, NJ
  • 05/2023 → 09/2025
    Avantax Investment Services
    Rutherford, NJ
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2022-05-23 → 2023-05-15
    Facet
    West Palm Beach, FL
    Rutherford, NJ
  • 2021-04-22 → 2021-07-12
    Mariner
    Madison, NJ
Designations
Other Names
  • Giovanni Saul Valle

View on SEC IAPD

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