VALERIE KAY BRENNAN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2023-10-30 | present | Yes |
| HUNTLEIGH ADVISORS, INC. | 2018-06-15 | 2023-10-27 | — |
| WOLFRUM AND CO. | 2018-02-01 | 2019-04-04 | — |
| SANCTUARY ADVISORS, LLC | 2015-08-11 | 2018-01-04 | — |
| SOMERSET CPAS, P.C. | 2015-07-23 | 2023-11-29 | — |
| SANCTUARY SECURITIES, INC. | 2014-11-04 | 2015-08-11 | — |
| SOMERSET CPAS, P.C. | 2003-09-23 | 2014-12-02 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2002-03-15 | 2014-11-24 | — |