Dennis Andrew Valentino

Current Employers

Employment History

• 12/2014 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wilmington, DE

Previous Registrations

• 2003-07-01 → 2014-12-12
  Wells Fargo Clearing Services, Llc
  Greenville, DE
  Greenville, DE
• 2001-01-18 → 2003-07-01
  Prudential Equity Group, Llc
  Wilmington, DE

Other Businesses

TRUSTEE FOR THE FINET PRACTICE 401K PLAN FBO ASSOCIATES; INV. RELATED; WILMINGTON, DE; START 1/24/2017. TRUSTEE FOR THE FINET PRACTICE 401K PLAN; INV. RELATED; WILMINGTON, DE; START 1/24/2017. 308 GROUP LLC; INV. RELATED; WILMINGTON, DE; 100% OWNERSHIP; FINANCIAL ADVISORY FOR FINET; START 12/3/2016; 160 HRS PER MONTH; 150 HRS DURING TRADING. BEAR TOOTH INVESTMENTS LLC DBA HEIRLOOM WEALTH ADVISORS; INV. RELATED; WILMINGTON, DE; 88% OWNERSHIP; START 1/1/2022, 160 HRS PER MONTH, 130 HRS DURING TRADING, FINET PRACTICE. CYPRESS BROAD LLC; INV. RELATED; WILMINGTON, DE; 100% OWNERSHIP; FINANCIAL ADVISORY FOR FINET; START 12/3/2016; 160 HRS PER MONTH; 150 HRS DURING TRADING. TRUSTEE FOR THE FINET PRACTICE 401K PLAN FBO ASSOCIATES; INV. RELATED; WILMINGTON, DE; START 1/2022; 2 HRS PER MONTH; 2 HRS DURING TRADING. TRUSTEE FOR THE FINET PRACTICE DBP; INV. RELATED; WILMINGTON, DE; START 2/2022; 5 HRS PER MONTH; 5 HRS DURING TRADING. TRUSTEE FOR THE FINET PRACTICE 401K PLAN FBO ASSOCIATE; INV. RELATED; WILMINGTON, DE; START 6/2022; 2 HRS PER MONTH; 2 HRS DURING TRADING. BEAR TOOTH ACQUISITIONS LLC, INV RELATED, WILMINGTON, DE, 88% OWNERSHIP, START 6/1/2023, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE. COMMERCIAL RENTAL PROPERTY, INV RELATED, LEWES, DE, 100% OWNERSHIP, START 3/12/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. BEARTOOTH INVESTMENT PROPERTIES 1 LLC, INV RELATED, WILMINGTON, DE, 100% OWNERSHIP, START 2/28/2024, 10 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE. COMMERCIAL RENTAL PROPERTY, INV RELATED, LEWES, DE, 100% OWNERSHIP, 3/15/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PRACTICE OFFICE. COMMERCIAL RENTAL PROPERTY, INV RELATED, LEWES, DE, 100% OWNERSHIP, 3/22/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING. BEARTOOTH INVESTMENT PROPERTIES 2 LLC, INV RELATED, WILMINGTON, DE, 100% OWNERSHIP, START 2/28/2024, 1 HOURS PER MONTH, 5 HOURS DURING TRADING. SAFE HARBOR CONDOMINIUM ASSOCIATION C/O TIDEWATER PROPERTY MANAGEMENT, NOT INVT RELATED, LEWES, DE, BOARD MEMBER, START DATE 10/14/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING BOARD MEETINGS, WORKING WITH OTHER BOARD MEMBERS TO APPROVE OR DENY CHANGES TO CURRENT BUILDING LAYOUTS. HEIRLOOM AFFILIATE MANAGEMENT LLC; INV RELATED; WILMINGTON, DE; 88% OWNERSHIP; START DATE 1/1/2025; 20 HRS PER MONTH; 20 DURING TRADING; FINET PRACTICE. BEAR TOOTH INVESTMENTS LLC 401K (FBO ASSOCIATES); INV RELATED; WILMINGTON, DE; FIDUCIARY SERVICES; TRUSTEE/CO-TRUSTEE; START DATE: 01/01/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-17
• S63 Uniform Securities Agent State Law Examination
  1995-02-24