Paul Valerio

Current Employers

Employment History

• 07/2016 → 01/2018
  Bb&T Investment Services, Inc.
  Boyertown, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Boyertown, PA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Elverson, PA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Allentown, PA
  Boyertown, PA
  Rockville, MD
  Bally, PA
  Richmond, VA
  Elverson, PA
• 2016-07-13 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Allentown, PA
  Boyertown, PA
  Woodstock, GA
• 2014-01-21 → 2016-07-12
  Cetera Investment Advisers Llc
  Pottstown, PA
  Boyertown, PA
  Schaumburg, IL
• 2012-05-17 → 2014-01-21
  Cetera Investment Services Llc
  Allentown, PA
  Pottstown, PA
  Allentown, PA
  Pottstown, PA
  Boyertown, PA
  Pottstown, PA
  West Chester, PA
  West Chester, PA
  Eagle, PA
  Exton, PA
  Elverson, PA
• 2007-10-19 → 2010-07-23
  Park Avenue Securities Llc
  Pottstown, PA
• 2006-01-05 → 2006-10-09
  Cuna Brokerage Services, Inc.
  Pottstown, PA
  Pottstown, PA
  Reading, PA

Other Businesses

MAHOE ASSIGN AND OFFICIATE HIGH SCHOOL AND COLLEGE ICE HOCKEY GAMES. TREASURER OF ICE HOCKEY GROUP KLOA ASSIGN AND OFFICIATE HIGH SCHOOL AND YOUTH LACROSSE GAMES; 5 HRS/WEEK; APPROXIMATELY $4000/YEAR. NAIFA POSITION: BOARD MEMBER NATURE: I AM ON THE BOARD OF THE NAIFA PA. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2001 ADDRESS: 4811JNESTOWN RD, SUITE 233, HARRISBURG PA 17109

Exams

• S66 Uniform Combined State Law Examination
  2006-01-02
• S63 Uniform Securities Agent State Law Examination
  1999-11-15