John P. Durham

VALEN PRIVATE CAPITAL, LLC.

PAOLI, PA 19301

CRD#: 2723327

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Professional summary

John P Durham is a registered financial advisor currently at VALEN PRIVATE CAPITAL, LLC. located in Paoli, Pennsylvania and SANCTUARY SECURITIES, INC. located in Paoli, Pennsylvania.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John P Durham's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 5, 2026 - Present

VALEN PRIVATE CAPITAL, LLC.

Office #1: 43 Leopard Rd Suite 102, Paoli, PA 19301

RIA

CRD#: 342364

PAOLI, PA

Current

June 5, 2026 - Present

SANCTUARY SECURITIES, INC.

Office #1: 43 Leopard Road Suite 102, Paoli, PA 19031

CRD#: 205

PAOLI, PA

Past

June 5, 2026 - June 5, 2026

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

PAOLI, PA

Past

June 24, 2004 - June 8, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BALA CYNWYD, PA

Past

May 28, 2004 - June 8, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BALA CYNWYD, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/5/2026)

Connecticut
(6/5/2026)

Florida
(6/5/2026)

New Hampshire
(6/5/2026)

New York
(6/5/2026)

North Carolina
(6/5/2026)

IAR

Pennsylvania
(6/5/2026)

Virginia
(6/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/27/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VALEN PRIVATE CAPITAL, LLC.

CRD#: 342364 / SEC#: 801-136324

RIA

Registered Investment Advisory firm - (5/13/2026 120-Day Approval)

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Contact information

Main Address

1450 Brickell Avenue Suite 2610, Miami, FL 33131

Mailing Address

Phone number

(971) 371-3450

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV SUPPLEMENT - WRAP BROCHURE - VALEN PRIVATE CAPITAL (4/21/2026)

ADV 2A DISCLOSURE BROCHURE - VALEN PRIVATE CAPITAL, LLC (4/21/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John P. Durham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John P Durham's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALEN PRIVATE CAPITAL, LLC.

SANCTUARY SECURITIES, INC.

SANCTUARY ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2004

SIE

Date: 10/1/2018

Series 7

Date: 5/27/2004

FINRA

Current Firm

VALEN PRIVATE CAPITAL, LLC.

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

VALEN PRIVATE CAPITAL, LLC.

TRUST BUT VERIFY

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