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

VALOR INVESTMENTS AND PLANNING LLC

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jul 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S63|S66

First exam

Dec 28, 2011

First registration

May 6, 2015

Dual registered

no

Other names

JACOB MILLEN|JACOB ANDREW MILLEN

IAPD individual key

5954316

• Occurred

  Oct 27, 2022
  Advisor changed firm

  Jacob Millen left Osaic Wealth, Inc. for Valor Investments And Planning Llc (registered 2022-10-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ed4c5fab-61ea-17cf-66dc-81ec1d682b47

First observed

May 6, 2015

Last observed

Sep 14, 2026 7 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.