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Ralph Robert Valvano

OPENCASH
HAVERFORD, PA
·CRD# 6256655·12 years experience

Professional Summary

Ralph Robert Valvano is a registered financial advisor currently at OPENCASH located in Haverford, Pennsylvania. Ralph is registered as a RR (Registered Representative) and started their career in finance in 2014. Ralph has worked at 2 firms and has passed the Series 63, Series 99TO, SIE and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

12 years in the financial services industry

Current & Past Employments

OPENCASH·CRD# 317007
BD
521 W. Lancaster Ave Fl 2, Haverford, PA 19041
March 2, 2026 - Present
J.C. FLOWERS SECURITIES CO. LLC·CRD# 168757
BD
New York, NY
November 13, 2014 - September 14, 2017

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Current Firm

OP
OPENCASH

OPENCASH | OPENCASH SECURITIES LLC

CRD#: 317007 / SEC#: 8-70830
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

521 W. Lancaster Ave Fl 2, Haverford, PA 19041

Mailing Address

521 W. Lancaster Ave Fl 2, Haverford, PA 19041

Phone Number

(610) 552-0094

Established

Delaware since 07/19/2021

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
OPENCASH FINANCE, INCOWNER—
LAVENDER, STACEY LYNNCCO/INTERIM CEO4365033
SPEZIALE, RICHARD SALVATOREFINOP1192739

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2014About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Mar 2026About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Dec 2025About the SIE exam

Series 27 — Financial and Operations Principal Examination

Passed May 2014About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Ralph Robert Valvano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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