Naumdar Akhavan

Current Employers

Valkyrie Private Wealth Management

Ammon, ID • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-05-09
ID	RA	APPROVED	2023-05-05

CA RA
APPROVED

Since 2023-05-09
ID RA
APPROVED

Since 2023-05-05

Branch Locations

Ammon, ID • 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
Summit Wealth And Retirement Partners	Danville	CA	08/2016	Present
Mutual Securities, Inc.	Camarillo	CA	10/2016	Present
Valkyrie Wealth Llc	Ammon	ID	03/2023	Present

08/2016 → Present

Summit Wealth And Retirement Partners

Danville, CA
10/2016 → Present

Mutual Securities, Inc.

Camarillo, CA
03/2023 → Present

Valkyrie Wealth Llc

Ammon, ID

Previous Registrations

2017-01-05 → 2023-06-30

Summit Wealth And Retirement Partners

Eagle, ID
2016-08-11 → 2017-05-10

Summit Wealth And Retirement Partners

Danville, CA
2014-01-06 → 2016-08-17

Morgan Stanley

San Francisco, CA

San Francisco, CA
2007-08-20 → 2014-01-16

Neuberger Berman Bd Llc

San Francisco, CA
2005-04-11 → 2006-08-24

Wells Fargo Investments, Llc

Sherman Oaks, CA

Studio City, CA

Other Businesses

1. Summit Wealth and Retirement Partners, Corporation, Start Date: 08/01/2005, 55 Oak Ct., Ste. 210, Danville, CA 94526, RIA, Investment Advisor/Portfolio Management of discretionary accounts, Investment Related, 160 hours per month, 6.5 hours per day during trading hours. 2. a registered representative of Mutual Securities, Inc

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-04-08

S66 Uniform Combined State Law Examination

2005-04-08

Designations

Other Names

Naumy Akhavan

View on SEC IAPD