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Cooper City, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| FL | RA | APPROVED | 2024-08-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apella Capital, Llc | Glastonbury | CT | 07/2023 | 05/2024 |
| Td Ameritrade | San Diego | CA | 07/2016 | 09/2018 |
| Inspired Financial | Huntington Beach | CA | 10/2018 | 09/2020 |
| Inspired Financial | Huntington Beach | CA | 10/2020 | 06/2023 |
| Valoria Wealth Management, Llc | Cooper City | FL | 05/2024 | Present |
Direct sole owner (with spouse) of residential rental properties starting May 2026, including long-term and mid-term rentals. Responsibilities are limited to general oversight and property management activities. Approximately 1-3 hours per month devoted to the activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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