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Valerie Joan Gospodarek

Vg Financial Consulting, LLC

Lafayette, CA

CRD 5154478

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Employer firm

Vg Financial Consulting, LLC CRD 287580

21 advisory clients

Reported services (Item 5G)

  • Financial planning
  • FINANCIAL ORGANIZING & CONSULTING

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

Current Employers
Vg Financial Consulting, Llc

Lafayette, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-23
CA RA APPROVED 2017-03-07
  • TX RA
    APPROVED_RES
    Since 2022-08-23
  • CA RA
    APPROVED
    Since 2017-03-07

Branch Locations

Lafayette, CA • 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
Unemployed Lafayette CA 01/2015 02/2017
Vg Financial Consulting, Llc Lafayette CA 02/2017 Present
Vr Advisors Lafayette CA 10/2017 12/2017
Garrison Murphy Wealth Management Buffalo NY 07/2019 12/2021
Schmerling Financial Group Jenkintown CA 06/2021 06/2022
  • 01/2015 → 02/2017
    Unemployed
    Lafayette, CA
  • 02/2017 → Present
    Vg Financial Consulting, Llc
    Lafayette, CA
  • 10/2017 → 12/2017
    Vr Advisors
    Lafayette, CA
  • 07/2019 → 12/2021
    Garrison Murphy Wealth Management
    Buffalo, NY
  • 06/2021 → 06/2022
    Schmerling Financial Group
    Jenkintown, CA
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Valerie Joan Hodosi

View on SEC IAPD

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