Mitchell Valenza

Current Employers

Employment History

• 11/2021 → 04/2023
  First Command Brokerage Services
  Fort Worth, TX
• 05/2018 → Present
  Us Army
  Fort Bragg, NC
• 06/2014 → 05/2018
  United States Military Academy At West Point
  West Point, NY
• 09/2023 → 10/2024
  American Portfolios Financial Services, Inc
  Holbrook, NY
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2023-09-19 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1. US Army- US Army Captain(Civil affairs officer)- 2017 Garner Rd, Garner, NC. 27529 One weekend a month devoted; zero hours devoted during work hours. Start date May 18, 20218 2. US ARMY RESERVES POSITION: Company Executive Officer NATURE: Civil affairs officer INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 12/06/2023 ADDRESS: 2017 Garner Rd, Garner NC 27529, United States DESCRIPTION: One weekend a month devoted to Army work 3. HOUSE RENTAL POSITION: House owner NATURE: We have no overarching business for our rental house. A property manager manages the property, and we rent it through them. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 492 Windgate Drive, Clayton NC 27527, United States DESCRIPTION: My wife and I have a property in North Carolina that we rent through a property management company. 4. FREEMAN FINANCIAL SERVICES, INC POSITION: Registered Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 06/01/2025 ADDRESS: 4600 Marriott Dr Suite 340, Raleigh NC 27612, United States DESCRIPTION: 1. INVESTMENT ADVISORY SERVICES, TIME SPENT 60% 2. INSURANCE SALES, TIME SPENT 5% 3. NO-LOAD MUTUAL FUND TRANSACTIONS, TIME SPENT 10% 5. F5 HOLDINGS, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 06/01/2025 ADDRESS: 4600 Marriott Dr., Suite 340, Raleigh NC 27612, United States DESCRIPTION: I am a Financial Advisor through Osaic Wealth. In addition to compensation from Osaic Wealth, I am paid a salary from F5 Holdings, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-29