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Alexander Gunbymerriman

Valor Investments And Planning LLC

Easton, PA

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Current Employers
Valor Investments And Planning Llc

109 N. 4Th Street Suite 1, Easton, PA 18042 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-01-11
PA RA APPROVED 2024-01-04
  • NJ RA
    APPROVED
    Since 2024-01-11
  • PA RA
    APPROVED
    Since 2024-01-04

Branch Locations

109 N. 4Th Street Suite 1, Easton, PA 18042 • 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
Valor Investments And Planning Llc Easton PA 08/2023 Present
New York Life Insurance Company Horsham PA 04/2022 08/2023
Techo-Bloc Pen Argyl PA 07/2021 04/2022
Sovereign Staffing Group Bethlehem PA 02/2021 07/2021
Uline Allentown PA 04/2019 08/2020
Bed Bath & Beyond Stroudsburg PA 08/2016 04/2019
Unemployed East Bangor PA 09/2020 01/2021
  • 08/2023 → Present
    Valor Investments And Planning Llc
    Easton, PA
  • 04/2022 → 08/2023
    New York Life Insurance Company
    Horsham, PA
  • 07/2021 → 04/2022
    Techo-Bloc
    Pen Argyl, PA
  • 02/2021 → 07/2021
    Sovereign Staffing Group
    Bethlehem, PA
  • 04/2019 → 08/2020
    Uline
    Allentown, PA
  • 08/2016 → 04/2019
    Bed Bath & Beyond
    Stroudsburg, PA
  • 09/2020 → 01/2021
    Unemployed
    East Bangor, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-29
  • S65 Uniform Investment Adviser Law Examination
    2023-12-29
Other Names
  • Alexander Gunby-Merriman

View on SEC IAPD

Other Firms

MORGAN STANLEY
AMICUS FINANCIAL ADVISORS, LLC
IAM ADVISORY LLC
VALOR CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
VALLEY NATIONAL ADVISERS INC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

GARY LOUIS GUZZI
CHRISTOPHER MICHAEL WILSON
LACEY A KOZIK
JENNIFER A RAMPHAL
MICHAEL R GLOVAS JR
Taj R Piontkowski
MICHAEL RUDOLPH GLOVAS
LILRENE SMITH

Other Offices

MORGAN STANLEY · EASTON, PA
AMICUS FINANCIAL ADVISORS, LLC · Easton, PA
IAM ADVISORY LLC · EASTON, PA
VALOR CAPITAL MANAGEMENT LLC · EASTON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Easton, PA
PNC WEALTH MANAGEMENT LLC · PHILLIPSBURG, NJ
VALLEY NATIONAL ADVISERS INC · PHILLIPSBURG, NJ
STATE FARM INVESTMENT MANAGEMENT CORP. · Easton, PA

More in Easton, PA

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