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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-19 |
| FL | RA | APPROVED | 2020-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
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