BENJAMIN HOWARD VALORE-CAPLAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with IMA ADVISORY SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| IMA ADVISORY SERVICES, INC. | 2025-01-02 | present | Yes |
| SYNTRINSIC LLC | 2023-07-20 | 2025-01-03 | — |
| SYNTRINSIC INVESTMENT COUNSEL, LLC. | 2008-11-18 | 2023-12-31 | — |
| UBS FINANCIAL SERVICES INC. | 2001-12-21 | 2008-08-29 | — |