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Edmund Burke

Valiance Group

Mentor-On-The-Lake, OH

CRD 6308394

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Employer firm

Valiance Group CRD 170689

$2.47M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Valiance Group

Mentor-On-The-Lake, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-07-02
  • OH RA
    APPROVED
    Since 2014-07-02

Branch Locations

Mentor-On-The-Lake, OH • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valiance Group Llc Cleveland OH 11/2013 Present
  • 11/2013 → Present
    Valiance Group Llc
    Cleveland, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-11-06
  • S63 Uniform Securities Agent State Law Examination
    2013-11-06

View on SEC IAPD

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