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43 Leopard Rd Suite 102, Paoli, PA 19301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 03/2004 | 06/2026 |
| Bank Of America, Na | Philadelphia | PA | 02/2010 | 06/2026 |
| Sanctuary Securities, Inc. | Paoli | PA | 06/2026 | Present |
| Valen Private Capital, Llc | Paoli | PA | 06/2026 | Present |
INSURANCE AGENT; INVESTMENT RELATED; PAOLI, PA; INSURANCE SALES AND SERVICING; AGENT; 3/2006; HOURS DEPENDENT ON CLIENT NEEDS; SERVICING CLIENTS. 1) VALEN PRIVATE CAPITAL, LLC POSITION: Managing Member NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 6/1/2026 ADDRESS: 43 Leopard Road, Suite 102, Paoli PA 19301, United States DESCRIPTION: Provide investment advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-23 |
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