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Advisor at VALOR INVESTMENTS AND PLANNING LLC
EASTON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VALOR INVESTMENTS AND PLANNING LLC | Former SEC adviser | Feb 9, 2023 | n/a | yes | EASTON, PA | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | Apr 20, 2016 | Jan 27, 2023 | no | SUCCASUNNA, NJ | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Sep 14, 2007 | Sep 22, 2016 | no | MT ARLINGTON, NJ | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jul 2, 2002 | Sep 18, 2007 | no | CHESTER, NJ|CHESTER, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | VALOR INVESTMENTS AND PLANNING LLC | Jan 27, 2023 | Feb 9, 2023 | 13 | Firm change | Ibd to RIA |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | Apr 20, 2016 | -155 | Bulk transfer | Other |
| EQUITABLE ADVISORS, LLC | NFP ADVISOR SERVICES, LLC | Sep 18, 2007 | Sep 14, 2007 | -4 | Firm change | Other |