Thomas Andrew Valenti

Current Employers

Employment History

• 02/2013 → 11/2018
  Jhfn Sii
  San Antonio, TX
• 11/2018 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2014-03-21 → 2018-11-02
  Signator Investors, Inc.
  San Antonio, TX

Other Businesses

1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2013 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Advise clients on investment strategies and life insurance recommendations to help them achieve their goals and protect their family. 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/15/2013 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. VALENTI FINANCIAL STRATEGIES & SOLUTIONS LLC POSITION: Owner NATURE: LLC - for tax purposes being self-employed and to pay some business expenses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2015 ADDRESS: 3522 Paesanos Pkwy, Ste 100, San Antonio TX 78231, United States DESCRIPTION: Offer financial services and securities products to clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-24
• S63 Uniform Securities Agent State Law Examination
  2013-05-15