Paul Frederick Valencia

Current Employers

Vineyard Wealth Advisory Llc

Temecula, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-15
TX	RA	APPROVED_RES	2022-03-30

CA RA
APPROVED

Since 2025-08-15
TX RA
APPROVED_RES

Since 2022-03-30

Branch Locations

Temecula, CA • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Vineyard Wealth Advisory Llc	Temecula	CA	03/2015	Present

03/2015 → Present

Vineyard Wealth Advisory Llc

Temecula, CA

Previous Registrations

2009-09-26 → 2015-01-20

World Equity Group, Inc.

Temecula, CA

Schaumburg, IL

Schaumburg, IL
2001-08-01 → 2009-10-01

Lpl Financial Llc

Temecula, CA

Other Businesses

Fee based variable contract subacccount management . I am not the writing agent .

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-24
S63	Uniform Securities Agent State Law Examination	1988-01-21

S65 Uniform Investment Adviser Law Examination

1999-05-24
S63 Uniform Securities Agent State Law Examination

1988-01-21

Other Names

Paul Frederick Valencia

View on SEC IAPD