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404 W. Pine Street Suite 6, Lodi, CA 95240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tracy | CA | 02/2025 | 09/2025 |
| Citizens Business Bank | Stockton | CA | 08/2023 | 02/2025 |
| Bank Of Stockton | Lodi | CA | 04/2021 | 05/2023 |
| University Of California Los Angeles | Los Angeles | CA | 09/2018 | 06/2020 |
| Twin Arbors Tennis Club | Lodi | CA | 09/2015 | 11/2018 |
| Unemployed | Lodi | CA | 07/2020 | 03/2021 |
| Valley Wealth Strategies, Llc | Lodi | CA | 10/2025 | Present |
| Lpl Financial Llc | Lodi | CA | 10/2025 | Present |
1)10/16/2025 - Zuk Financial Group / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date:10/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 10/16/2025 - Valley Wealth Strategies / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start Date:10/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 10/22/2025 - Valley Wealth Strategies - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:10/13/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through Valley Wealth Strategies, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 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. 4) 11/25/2025-CA RE Licensee - No Brokerage-CA Real Estate License-Inv Related-Lodi, CA-Start date 03/20/2025-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-18 |
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