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80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-07 |
Branch Locations
80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States
19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2015 | 10/2016 |
| Jpmchase Natl Corp Srvcs, Inc | New York | NY | 01/2015 | 10/2016 |
| Leumi Investment Services Inc. | Aventura | FL | 11/2016 | 04/2022 |
| Bank Leumi Usa | Aventura | FL | 10/2016 | 04/2022 |
| Valley Financial Management, Inc. | Aventura | FL | 04/2022 | Present |
| Valley National Bank | Aventura | FL | 04/2022 | Present |
| Valley Wealth Managers, Inc. | Aventura | FL | 07/2023 | Present |
Passive owner of a property located at 200 NW 34th Street, Gainesville. Occasionally listed as a short-term rental. Property generates rental income on certain occasions. No hours are devoted to managing the property during securities trading hours. As a passive owner I do not devote any time weekly or monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-16 |
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