Adam Christopher Vaal

Current Employers

Vaal Financial, Llc

Indianapolis, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2018-02-19

IN RA
APPROVED

Since 2018-02-19

Branch Locations

Indianapolis, IN • 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
Choice Investment Services	Evansville	IN	05/2016	09/2016
Foliodynamix	Sacramento	CA	09/2016	05/2017
Unemployed	Indianapolis	IN	05/2017	08/2017
Crea	Indianapolis	IN	08/2017	09/2018
Twg Development, Llc	Indianapolis	IN	09/2018	02/2023
Vaal Financial, Llc	Indianapolis	IN	10/2017	Present

05/2016 → 09/2016

Choice Investment Services

Evansville, IN
09/2016 → 05/2017

Foliodynamix

Sacramento, CA
05/2017 → 08/2017

Unemployed

Indianapolis, IN
08/2017 → 09/2018

Crea

Indianapolis, IN
09/2018 → 02/2023

Twg Development, Llc

Indianapolis, IN
10/2017 → Present

Vaal Financial, Llc

Indianapolis, IN

Previous Registrations

2016-09-23 → 2017-12-20

Fdx Advisors, Inc.

Evansville, IN
2015-09-01 → 2016-05-03

Osaic Fs, Inc.

Evansville, IN
2015-06-08 → 2015-08-24

Pnc Wealth Management Llc

Indianapolis, IN

Indianapolis, IN
2013-07-15 → 2015-02-27

Edward Jones

New Palestine, IN

Maryland Heights, MO

Maryland Heights, MO

Other Businesses

Multifamily Finance Consulting, LLC. I consulting for multifamily real estate developers with the financing of the projects. Non-investment related. Started February 2023 after terminating my employment at TWG Development. 10 hours a week. Address is 27 E. Main Street, Suite 200, Carmel, IN 46032

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-07-12

S66 Uniform Combined State Law Examination

2013-07-12

Designations

View on SEC IAPD