Caleb Sasson

Current Employers

Employment History

• 04/2021 → Present
  Lpl Financial Llc
  Menlo Park, CA
• 04/2021 → 03/2022
  Zuk Financial Group
  Menlo Park, CA
• 04/2011 → 04/2021
  Sigma-Aldrich, Inc.
  St. Louis, MO
• 06/2022 → Present
  Valley Wealth Strategies, Llc
  Menlo Park, CA

Other Businesses

1) Caleb Sasson is dually­ registered as an investment advisor representative ("IAR") with Valley Wealth Strategies, LLC ("VWS") and as a registered representative ("RR") with LPL Financial LLC ("LPL Financial"). Mr. Sasson spends approximately 70% of his business time providing services through VWS and the balance with LPL Financial. 2) 10/2021 - Notary - Caleb Sasson - Investment Related - Menlo Park, CA 94025 3) 07/12/2022 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 06-2022 - 112 Hours Per Month - Time Spent 70 % - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 6/2022. I expect to spend approximately 112 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-27