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Risalee Espinal

Valley Wealth Managers, Inc.

West Palm Beach, FL

Paramus, NJ

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Current Employers
Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-03
  • FL RA
    APPROVED
    Since 2024-01-03

Branch Locations

1700 Palm Beach Lakes Blvd, West Palm Beach, FL 33401 • United States

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliance Bernstein West Palm Beach FL 11/2021 02/2023
Jp Morgan Chase Delray Beach FL 01/2019 11/2021
American Writers And Artist Delray Beach FL 05/2018 12/2018
Slp Language Academy Seoul 09/2016 01/2018
Unemployed West Palm Beach FL 01/2018 05/2018
Family Office Networks West Palm Beach FL 01/2016 08/2016
Valley Financial Management, Inc. West Palm Beach FL 05/2023 Present
Valley National Bank West Palm Beach FL 05/2023 Present
Unemployed West Palm Beach FL 03/2023 04/2023
  • 11/2021 → 02/2023
    Alliance Bernstein
    West Palm Beach, FL
  • 01/2019 → 11/2021
    Jp Morgan Chase
    Delray Beach, FL
  • 05/2018 → 12/2018
    American Writers And Artist
    Delray Beach, FL
  • 09/2016 → 01/2018
    Slp Language Academy
    Seoul
  • 01/2018 → 05/2018
    Unemployed
    West Palm Beach, FL
  • 01/2016 → 08/2016
    Family Office Networks
    West Palm Beach, FL
  • 05/2023 → Present
    Valley Financial Management, Inc.
    West Palm Beach, FL
  • 05/2023 → Present
    Valley National Bank
    West Palm Beach, FL
  • 03/2023 → 04/2023
    Unemployed
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-25
  • S66 Uniform Combined State Law Examination
    2023-10-25

View on SEC IAPD

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WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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