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Detailed Report
NARINE K MARDANYAN
NARINE KAPRIYELOVA, NARINE MARDANYAN
CRD#: 5394252
IA
Investment Adviser
B
Broker
VALLEY WEALTH STRATEGIES, LLCCRD#: 289737 22936 El Toro Road
Lake Forest, CA 92630
LPL FINANCIAL LLCCRD#: 6413 22936 EL TORO RD
LAKE FOREST, CA 92630
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2008 (<1 year)2 FIRMS2008 - 2009 (1 year)IAVALLEY WEALTH STRATEGIES, LLC (CRD# 289737)2018 - Present (7 years)BLPL FINANCIAL LLC (CRD# 6413)2017 - Present (7 years)BNATIONAL PLANNING CORPORATION (CRD# 29604)2009 - 2017 (8 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2018 (<1 year)IANATIONAL PLANNING CORPORATION ... (CRD# 29604)2011 - 2017 (6 years)
License(s)

State Registrations

B
Arizona 2/14/2020
B
Missouri 2/14/2020
B
California 11/29/2017
B
Montana 5/1/2023
IA
California 1/12/2018
B
Nevada 2/14/2020
B
Colorado 2/14/2020
B
New Mexico 2/23/2021
B
Florida 2/14/2020
B
North Carolina 1/5/2021
B
Idaho 4/7/2021
B
Oregon 2/14/2020
B
Indiana 2/14/2020
B
Pennsylvania 2/24/2022
B
Maine 1/23/2024
B
Texas 2/14/2020
B
Massachusetts 2/14/2020
B
Virginia 1/4/2021
B
Minnesota 1/4/2021
B
Washington 2/14/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VALLEY WEALTH STRATEGIES, LLC (CRD#:289737)
22936 El Toro Road, Lake Forest, CA 92630
Registered with this firm since 1/12/2018
B
LPL FINANCIAL LLC (CRD#:6413)
22936 EL TORO RD, LAKE FOREST, CA 92630
Registered with this firm since 11/29/2017
Previous Registration(s)
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IA
 11/29/2017 - 04/04/2018 LPL FINANCIAL LLC (CRD#:6413) FORT MILL, SC
IA
 01/19/2011 - 11/29/2017 NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY) (CRD#:29604) LAKE FOREST, CA
B
 08/17/2009 - 11/29/2017 NATIONAL PLANNING CORPORATION (CRD#:29604) LAKE FOREST, CA
IA
 06/18/2008 - 08/20/2009 ING FINANCIAL ADVISERS, LLC (CRD#:34815) WINDSOR, CT
B
 06/18/2008 - 08/20/2009 ING FINANCIAL ADVISERS, LLC (CRD#:34815) WINDSOR, CT
IA
 12/21/2007 - 04/07/2008 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) SPRINGFIELD, MA
B
 10/12/2007 - 04/07/2008 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) SPRINGFIELD, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.