Inactive

Matthew Tyler Williams

Valeo Financial Advisors, LLC

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Current Employers

Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2020-03-18

VA RA
APPROVED

Since 2020-03-18

Branch Locations

9020 Stony Point Parkway, Suite 145, Richmond, VA 23235 • United States

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Acima Private Wealth Llc	Richmond	VA	01/2016	02/2020
Valeo Financial Advisors	Indianapolis	IN	03/2020	Present

01/2016 → 02/2020

Acima Private Wealth Llc

Richmond, VA
03/2020 → Present

Valeo Financial Advisors

Indianapolis, IN

Previous Registrations

2016-05-11 → 2021-03-25

Acima Private Wealth Llc

Richmond, VA
2016-02-08 → 2016-05-06

Acima Private Wealth Llc

Richmond, VA
2013-09-06 → 2016-03-24

Heritage Wealth Advisors

Richmond, VA
2013-01-04 → 2013-08-28

Rtd Financial Advisors Inc

Philadelphia, PA
2012-01-30 → 2012-07-16

Ameriprise Financial Services, Llc

Midlothian, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-11

S66 Uniform Combined State Law Examination

2010-04-11

Designations

Other Names

Matt Williams

View on SEC IAPD

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