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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-31 |
Branch Locations
9020 Stony Point Parkway Ste 145, Richmond , VA 23235 • United States
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 02/2014 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 06/2025 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2025 |
| Creative Planning, Llc | Overland Park | KS | 06/2025 | Present |
| Valeo Financial Advisors, Llc | Carmel | IN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-02 |
| S66 | Uniform Combined State Law Examination | 2001-09-04 |
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