# VALERIE KAY BRENNAN

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CBIZ INVESTMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/286002) | 2023-10-30 | present | Yes |
| [HUNTLEIGH ADVISORS, INC.](https://search.stillhousedata.com/firm/113412) | 2018-06-15 | 2023-10-27 | — |
| [WOLFRUM AND CO.](https://search.stillhousedata.com/firm/291243) | 2018-02-01 | 2019-04-04 | — |
| [SANCTUARY ADVISORS, LLC](https://search.stillhousedata.com/firm/226606) | 2015-08-11 | 2018-01-04 | — |
| [SOMERSET CPAS, P.C.](https://search.stillhousedata.com/firm/112848) | 2015-07-23 | 2023-11-29 | — |
| [SANCTUARY SECURITIES, INC.](https://search.stillhousedata.com/firm/205) | 2014-11-04 | 2015-08-11 | — |
| [SOMERSET CPAS, P.C.](https://search.stillhousedata.com/firm/112848) | 2003-09-23 | 2014-12-02 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2002-03-15 | 2014-11-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3156911)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3156911.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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