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Matthew Robert Vallely
MATT ROBERT VALLELY
CRD#: 6244661
IA
Investment Adviser
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Broker
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCCRD#: 149018 1245 E Broadway Rd
Tempe, AZ 85282
RAYMOND JAMES FINANCIAL SERVICES, INC.CRD#: 6694 3230 E Baseline Road
Phoenix, AZ 85042
Registration History
20132014201520162017201820192020202120222023202420252026IARAYMOND JAMES FINANCIAL SERVIC... (CRD# 149018)2022 - Present (2 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2019 - Present (5 years)BLPL FINANCIAL LLC (CRD# 6413)2018 - 2019 (<1 year)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2014 - 2018 (3 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2013 - 2014 (<1 year)
License(s)

State Registrations

B
Arizona 2/21/2019

B
Nevada 12/19/2022

IA
Arizona 8/12/2022

B
New Mexico 8/24/2023

B
Arkansas 12/19/2022

B
North Carolina 12/19/2022

B
California 12/19/2022

B
Oregon 12/19/2022

B
Georgia 1/26/2024

B
Texas 12/19/2022

B
Kansas 12/19/2022

B
Utah 12/19/2022

B
Massachusetts 12/19/2022

B
Washington 12/19/2022

B
Michigan 8/25/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018)
1245 E Broadway Rd, Tempe, AZ 85282
Registered with this firm since 8/12/2022

B
RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694)
3230 E Baseline Road, Phoenix, AZ 85042
1245 E Broadway Rd, Tempe, AZ 85282
Registered with this firm since 2/21/2019

Previous Registration(s)
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08/09/2018 - 02/27/2019 LPL FINANCIAL LLC (CRD#:6413) SCOTTSDALE, AZ
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09/25/2014 - 08/07/2018 J.P. MORGAN SECURITIES LLC (CRD#:79) SCOTTSDALE, AZ
B
10/04/2013 - 07/11/2014 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) PHOENIX, AZ
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Broker
IA
Investment Adviser
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.