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Gianni A Valenti

LPl Financial LLC

Sarasota, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-19
FL RA APPROVED 2020-10-26
  • TX RA
    APPROVED_RES
    Since 2021-11-19
  • FL RA
    APPROVED
    Since 2020-10-26

Branch Locations

Sarasota, 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
Edward Jones St Louis MO 09/2017 10/2019
Valentis Ristorante Venice FL 06/2005 Present
Eagle Wealth Advisors New York NY 05/2020 10/2020
Lpl Financial Llc Sarasota FL 10/2020 Present
Previous Registrations
Other Businesses

1) 6/8/2021 - Valenti Wealth LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 5/24/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Open a checking account and have LPL financial commissions and fees deposited. 2) 05/24/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/16/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading. 3) 07/21/2022 - ikon Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/01/2022 - 20 Hours Per Month/20 Hours During Securities Trading. 4) 07/29/2022 - Valenti Capital LLC - Investment Related - Home Based - Rep's Business - Start Date - 07/18/2022 - 5 Hours Per Month/0 Hours During Securities Trading 5) 08/28/2023 - Valenti Wealth LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 160 Hours Per Month/ 120 Hours During Trading 6) 08/30/2023 - Valenti Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/31/2023 - 160 Hours Per Month/ 120 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
  • S66 Uniform Combined State Law Examination
    2018-02-02
Other Names
  • Gianni Antonio Valenti

View on SEC IAPD

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