This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

VALLEY FINANCIAL MANAGEMENT, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 20, 2021

First registration

Oct 29, 2021

Dual registered

yes, broker-dealer

Other names

Andrew James Jianette

IAPD individual key

7075989

• Occurred

  Apr 19, 2022
  Advisor changed firm

  Andrew Jianette left Ae Wealth Management, Llc for Valley Financial Management, Inc. (registered 2024-03-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4bce4929-d42a-3c0a-45d2-be376b53a16d

First observed

Oct 29, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.