Valerie W. Fox
Professional summary
Valerie Witoshkin Fox, who also goes by Valerie W Fox, Valerie Fox, Valerie Witoshkin, is a registered financial professional currently at MONITOR CAPITAL LLC located in Reseda, California and PICKWICK CAPITAL PARTNERS, LLC located in White Plains, New York.
Valerie is registered as a RR (Registered Representative) and started their career in finance in 2018. Valerie has worked at 3 firms and has passed the Series 99TO, Series 82TO, SIE, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Valerie Witoshkin Fox's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 27, 2016 - Present
MONITOR CAPITAL LLC
October 19, 2022 - Present
PICKWICK CAPITAL PARTNERS, LLC
Office #1: 445 Hamilton Avenue Suite 1102, White Plains, NY 10601May 7, 2018 - May 9, 2022
BOOMERANG CAPITAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 82TO
Date: 1/15/2020
Limited Representative-Private Securities OfferingsFINRA
Current Firm
PICKWICK CAPITAL PARTNERS, LLC
CRD#: 130672 / SEC#: , 8-66373
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GREENWOOD, DOUGLAS CHARLES WILLIAM | PRESIDENT | 1192611 |
| DANOVITCH, DAVID E | MANAGING PRINCIPAL, GENERAL COUNSEL | 3013350 |
| KAPLOWITZ, JAY | MEMBER | |
| ROSE, JOHN IRVING II | MEMBER | 2790640 |
| WU, CHIH-CHUN | MEMBER | 5704739 |
| FJC CAPITAL INC. | OWNER | |
| VAN SCHAACK, JOHN GREGORY | MEMBER | 1121171 |
| ABRAMCZYK, JANE E | CCO | 4801666 |
| ACCESS MEDIA ADVISORY LLC | MEMBER | |
| GENDRON, KAREN MARIE | FINOP | 1503330 |
Red Flags
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