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Emily Anderson Upshaw

Valley View Consulting LLC

Huddleston, VA

Austin, TX

CRD 6156224

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Employer firm

Valley View Consulting LLC CRD 108583

$16.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR GOVERNMENT ENTITIES

From the firm’s Form ADV. Read the guides:

Current Employers
Valley View Consulting Llc

Huddleston, VA • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-19
FL RA APPROVED 2025-12-17
NC RA APPROVED 2016-05-04
TX RA APPROVED 2016-05-04
VA RA APPROVED 2016-05-04
  • CO RA
    APPROVED
    Since 2026-08-19
  • FL RA
    APPROVED
    Since 2025-12-17
  • NC RA
    APPROVED
    Since 2016-05-04
  • TX RA
    APPROVED
    Since 2016-05-04
  • VA RA
    APPROVED
    Since 2016-05-04

Branch Locations

Huddleston, VA • United States

Austin, TX • 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
OrganizationCityStateFromTo
Valley View Consulting, L.L.C. Huddleston VA 02/2016 Present
Other Businesses

Live Oak Portfolios LLC Owner/President Consulting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-04
  • S65 Uniform Investment Adviser Law Examination
    2016-05-04
Other Names
  • Emily Leighton Anderson

View on SEC IAPD

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