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Current Employers
Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-27
NY RA APPROVED 2023-07-27
  • NJ RA
    APPROVED
    Since 2023-07-27
  • NY RA
    APPROVED
    Since 2023-07-27

Branch Locations

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

350 Madison Avenue, New York, NY 10017 • 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
Harrington Paving And Excavating Chester NJ 06/2016 12/2016
United States Marine Corps Quantico VA 01/2017 12/2017
United States Marine Corps Kailua HI 01/2018 12/2018
United States Marine Corps Okinawa 12/2018 06/2019
United States Marine Corps Kailua HI 06/2019 04/2020
United States Marine Corps Alexandria VA 05/2020 12/2022
Valley Financial Management, Inc. New York NY 01/2023 Present
Valley National Bank New York NY 01/2023 Present
Valley Wealth Managers, Inc. New York NY 07/2023 Present
  • 06/2016 → 12/2016
    Harrington Paving And Excavating
    Chester, NJ
  • 01/2017 → 12/2017
    United States Marine Corps
    Quantico, VA
  • 01/2018 → 12/2018
    United States Marine Corps
    Kailua, HI
  • 12/2018 → 06/2019
    United States Marine Corps
    Okinawa
  • 06/2019 → 04/2020
    United States Marine Corps
    Kailua, HI
  • 05/2020 → 12/2022
    United States Marine Corps
    Alexandria, VA
  • 01/2023 → Present
    Valley Financial Management, Inc.
    New York, NY
  • 01/2023 → Present
    Valley National Bank
    New York, NY
  • 07/2023 → Present
    New York, NY
Other Businesses

1.Name of business: N/A? will be rented under my and my wife's personal name. 2.Is the business investment-related: No 3.Address of business: 1 Brandywyne Dr. Florham Park, NJ 07932 4.Nature of the other business: Passive Rental Income while we look to purchase a new primary residence. 5.Your position, title, or relationship with the other business: Landlord 6.Start date of position: 10/15/2024 7.Approximate number of hours/months you devote to the other business: 1-2 hours per week 8.Approximate number of hours you devote to the business during securities trading hours: 0-0.25 9.Description of your duties relating to the other business: Maintaining the property as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22

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