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1248 Springfield Pike Na, Cincinnati, OH 45215-2142 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED_RES | 2024-09-10 |
| OH | RA | APPROVED | 2024-08-19 |
Branch Locations
711 E 65Th Street 206, Indianapolis, IN 46220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valeo Financial Advisors, Llc | Carmel | IN | 01/2007 | Present |
INVESTMENT RELATED: SOUTHERN CLIPPER INVESTMENTS LLC, MEMBER, SINGLE PROPERTY REAL ESTATE COMPANY, 2003; DCG REALTY LLC, MEMBER, SINGLE PROPERTY REAL ESTATE COMPANY, 2005; OGRE VENTURES LLC, MEMBER, PERSONAL INVESTMENT FUND, 2008; BEAR CAPITAL LLC, MEMBER, REAL ESTATE INVESTMENT, 2021; RASORBACK HOLDINGS LLC, MEMBER, REAL ESTATE INVESTMENT, 2020; GT INNOVATIVE VENTURES LLC, MEMBER, REAL ESTATE INVESTMENT, 2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-08 |
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