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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-04-21 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
2847 Penn Forest Boulevard Suite 100, Roanoke, VA 24018 • United States
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 |
|---|---|---|---|---|
| Wells Fargo | Boston | MA | 02/2013 | 05/2017 |
| Sii - John Hancock | Roanoke | VA | 07/2018 | 11/2018 |
| Roanoke Country Club | Roanoke | VA | 06/2017 | 10/2017 |
| Jimmy V's Restaurant | Roanoke | VA | 10/2017 | 06/2018 |
| Royal Alliance Associates, Inc. | Roanoke | VA | 11/2018 | Present |
1. VALLEY FINANCIAL SOLUTIONS POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/10/2018 ADDRESS: 2847 Penn Forest Blvd., Suite 100, Roanoke VA 24018, United States DESCRIPTION: Valley Financial Solutions is the name I use to conduct and market my business. 2. FINANCIAL SOLUTIONS POSITION: Registered Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/10/2018 ADDRESS: 2847 Penn Forest Blvd., Suite 100, Roanoke VA 24018, United States DESCRIPTION: Valley Financial Solutions is the name I use to conduct and market the business I work for.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-26 |
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