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Craig Valdes
CRAIG SCOTT EVERS, CRAIG SCOTT VALDES
CRD#: 1070843
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Investment Adviser
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Previous Broker
ONE CAPITAL MANAGEMENT, LLCCRD#: 114861 101 Montgomery Street
Suite 2400
San Francisco, CA 94104
Registration History
198519901995200020052010201520202025IAONE CAPITAL MANAGEMENT, LLC (CRD# 114861)2024 - Present (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2023 - 2024 (<1 year)BFIRST REPUBLIC SECURITIES COMP... (CRD# 105108)2015 - 2023 (8 years)BWHITEHALL-PARKER SECURITIES, INC. (CRD# 10608)2000 - 2013 (13 years)BPORTSMOUTH FINANCIAL SERVICES (CRD# 13980)1998 - 2000 (1 year)BHUTCHINSON SECURITIES (CRD# 10160)1995 - 1998 (3 years)BPORTSMOUTH FINANCIAL SERVICES (CRD# 13980)1995 - 1996 (<1 year)BPORTSMOUTH FINANCIAL SERVICES (CRD# 13980)1989 - 1993 (3 years)BHUTCHINSON SECURITIES (CRD# 10160)1987 - 1989 (2 years)BBALDWIN CAPITAL PARTNERS, A CA... (CRD# 3382)1986 - 1987 (<1 year)BSUTRO & CO. INCORPORATED (CRD# 801)1982 - 1986 (3 years)IAJ.P. MORGAN PRIVATE WEALTH ADV... (CRD# 108559)2015 - 2024 (8 years)IAJ.P. MORGAN SECURITIES LLC (CRD# 79)2024 - 2024 (<1 year)
License(s)

State Registrations

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California 3/25/2024

Current Registration(s)
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ONE CAPITAL MANAGEMENT, LLC (CRD#:114861)
101 Montgomery Street Suite 2400, San Francisco, CA 94104
Registered with this firm since 3/25/2024

Previous Registration(s)
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08/26/2015 - 03/28/2024 J.P. MORGAN PRIVATE WEALTH ADVISORS LLC (CRD#:108559) SAN FRANCISCO, CA
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03/26/2024 - 03/27/2024 J.P. MORGAN SECURITIES LLC (CRD#:79) SAN FRANCISCO, CA
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09/29/2023 - 03/27/2024 J.P. MORGAN SECURITIES LLC (CRD#:79) SAN FRANCISCO, CA
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08/20/2015 - 09/29/2023 FIRST REPUBLIC SECURITIES COMPANY, LLC (CRD#:105108) SAN FRANCISCO, CA
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06/07/2000 - 09/23/2013 WHITEHALL-PARKER SECURITIES, INC. (CRD#:10608) SAN FRANCISCO, CA
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08/07/1998 - 06/01/2000 PORTSMOUTH FINANCIAL SERVICES (CRD#:13980) SAN FRANCISCO, CA
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01/09/1995 - 08/07/1998 HUTCHINSON SECURITIES (CRD#:10160) SAN FRANCISCO, CA
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02/09/1995 - 01/11/1996 PORTSMOUTH FINANCIAL SERVICES (CRD#:13980) SAN FRANCISCO, CA
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10/25/1989 - 05/25/1993 PORTSMOUTH FINANCIAL SERVICES (CRD#:13980) SAN FRANCISCO, CA
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07/20/1987 - 10/25/1989 HUTCHINSON SECURITIES (CRD#:10160) SAN FRANCISCO, CA
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08/07/1986 - 07/15/1987 BALDWIN CAPITAL PARTNERS, A CALIFORNIA LIMITED PARTNERSHIP (CRD#:3382)
FINRA expelled the firm on 05/26/1990
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10/20/1982 - 08/27/1986 SUTRO & CO. INCORPORATED (CRD#:801)
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Disclosures
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