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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-31
  • FL RA
    APPROVED
    Since 2022-05-31

Branch Locations

Sarasota, FL • United States

788 Shrewsbury Ave, Tinton Falls, NJ 07724 • 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
Woodbury Financial Services Inc Long Branch NJ 06/2016 05/2022
Lpl Financial. Llc Boca Raton FL 05/2022 Present
  • 06/2016 → 05/2022
    Woodbury Financial Services Inc
    Long Branch, NJ
  • 05/2022 → Present
    Boca Raton, FL
Previous Registrations
  • 2016-07-01 → 2022-06-01
    Woodbury Financial Services, Inc.
    Long Branch, NJ
    Poughkeepsie, NY
    Boca Raton, FL
    Trinton Falls, NJ
  • 2005-12-06 → 2016-07-01
    Msi Financial Services, Inc.
    Bridgewater, NJ
    Cranford, NJ
    Long Branch, NJ
    Freehold, NJ
    Fairfield, NJ
    Springfield, MA
    Springfield, MA
    Colts Neck, NJ
    Cranford, NJ
    Wall Township, NJ
  • 2002-07-10 → 2005-12-31
    Metlife Investment Fund Services Llc
    Woodbridge, NJ
Other Businesses

1. 07/01/2016 - NATIONAL WEALTH NETWORK/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 1%/ BOCA RATON, FL 2. 07/21/2021 - VERBENA WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 97%/ BOCA RATON, FL 3. 11/01/2021 - WALTER GENUIN USA/ OUTSIDE/W-2 EMPLOYMENT/ NOT INVESTMENT RELATED/ 1%/ NEWPORT BEACH, CA 4. 09/01/2016 - SIMPLICITY FINANCIAL DISTRIBUTORS, INC/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ GLASTONBURY, CT 5. 08/04/2023 - Verbena Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/27/2022 - 40 Hours Per Month/ 40 Hours During Trading 6. 01/05/2024 - TruChoice Financial Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/16/2023 - 10 Hours Per Month/ 2 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-01-17
S65 Uniform Investment Adviser Law Examination 2002-07-02
  • S63 Uniform Securities Agent State Law Examination
    2011-01-17
  • S65 Uniform Investment Adviser Law Examination
    2002-07-02
Other Names
  • Valerie Marie Quartiere
  • Valerie Marie Skiptunis

View on SEC IAPD

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