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Inactive

Steve Erikson

Valley Wealth Managers, Inc.

Palm Beach Gardens, FL

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Current Employers
Valley Wealth Managers, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-15
  • FL RA
    APPROVED
    Since 2024-06-15

Branch Locations

Palm Beach Gardens, FL • 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
Hallmark Capital Management, Inc. Wayne NJ 10/1999 07/2017
Hallmark Capital Management, Inc. Wayne NJ 07/2017 01/2020
Hallmark Capital Management, Inc. Wayne NJ 01/2020 02/2021
Slg Planning Group, Inc Palm Beach Gardens FL 04/2024 Present
Valley Wealth Managers, Inc Paramus NJ 05/2024 Present
Retired Palm Beach Gardens FL 02/2021 04/2024
  • 10/1999 → 07/2017
    Hallmark Capital Management, Inc.
    Wayne, NJ
  • 07/2017 → 01/2020
    Hallmark Capital Management, Inc.
    Wayne, NJ
  • 01/2020 → 02/2021
    Hallmark Capital Management, Inc.
    Wayne, NJ
  • 04/2024 → Present
    Slg Planning Group, Inc
    Palm Beach Gardens, FL
  • 05/2024 → Present
    Valley Wealth Managers, Inc
    Paramus, NJ
  • 02/2021 → 04/2024
    Retired
    Palm Beach Gardens, FL
Previous Registrations
Other Businesses

Business consulting

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-08-08
  • S63 Uniform Securities Agent State Law Examination
    1985-08-08
Designations
Other Names
  • Steven Engelman

View on SEC IAPD

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