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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| VA | RA | APPROVED | 2018-11-02 |
Branch Locations
2847 Penn Forest Boulevard Suite 100, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Insurance Company | Montpelier | VT | 04/1980 | Present |
| Signator Investors, Inc. | Roanoke | VA | 01/2006 | 11/2018 |
| John Hancock | Roanoke | VA | 01/2006 | 11/2018 |
| Osaic Wealth, Inc. | Roanoke | VA | 11/2018 | Present |
1. VALLEY FINANCIAL SOLUTIONS, INC. POSITION: Investment Advisor Representative NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2009 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Valley Financial Solutions, Inc. is the name I use to conduct and market my business. 2. STEPHEN A. STILWELL POSITION: Insurance broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/01/1980 ADDRESS: 2847 Penn Forest Blvd, Suite 100, Roanoke VA 24018, United States DESCRIPTION: Brokering of insurance products 3. STEPHEN A STILWELL, EXECUTOR POSITION: Executor NATURE: Executor of my parent's estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2025 ADDRESS: 6981 Highfields Farm Circle, Roanoke VA 24018, United States DESCRIPTION: Paid final bills, transferred assets to beneficiaries. Waiting to final final tax return in 2026 to close estate. 4. BACK NINE, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 3800 Electric Rd, Building F Suite 102, Roanoke VA 24018, United States DESCRIPTION: This is a non-commercial recreational set up with 4 people. We are using an LLC for the liability protection only. The LLC will generate no revenue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-12 |
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