Brett Valentine

Current Employers

Employment History

• 12/2019 → Present
  Proagrica
  Oklahoma City, OK
• 09/2018 → 12/2019
  Paycom
  Oklahoma City, OK
• 06/2017 → 09/2018
  Aflac
  Oklahoma City, OK
• 02/2017 → 01/2018
  Holy Foods Llc
  Oklahoma City, OK
• 08/2014 → 05/2018
  University Of Oklahoma
  Norman, OK
• 05/2023 → 01/2024
  Woodbury Financial Services Inc
  Oklahoma City, OK
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2023-05-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oklahoma City, OK
  Oklahoma City, OK

Other Businesses

1. the name of the other business; Valentine Property Management LLC whether the business is investment-related;N/A the address of the other business; 616 NW 182nd st, Edmond, OK, 73012 the nature of the other business; Rental Property your position; Property Manager title, or relationship with the other business; Owner the start date of your relationship; 03/28/2023 the approximate number of hours/month you devote to the other business; 4 hours per month the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; Ensuring rental property is maintained and tenant checks collected. 2. ETERNAL WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/05/2023 ADDRESS: 5600 N May ave suite 190, oklahoma city OK 73112, United States DESCRIPTION: DBA name for investment firm 3. RENTAL PROPERTY POSITION: property owner/manager NATURE: LLC for one rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 616 nw 182nd st, edmond OK 73012, United States DESCRIPTION: property manager: collect rent, pay lawn crew to maintain. 4. TELUS AGRICULTURE PROJECT MANAGEMENT POSITION: Project Manager NATURE: Sole Proprietor. I work as project manager for Telus, which is a large corporation. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 12/20/2019 ADDRESS: 11212 NW 136th Terrace, Yukon OK 73099, United States DESCRIPTION: Ensure stakeholders provide necessary requirements and integrates them into the project scope without disrupting delivery timelines. Schedule regular check-ins to review project developments and verify adherence to regulatory standards, adjusting project priorities as needed. Provide Clear Communication Channels Establish communication processes to promptly address concerns or updates, keeping all project stakeholders informed. Ensure all project documentation is accessible for future projects

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-06-20
• S65 Uniform Investment Adviser Law Examination
  2023-01-07