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10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-02-14 |
Branch Locations
10 W. Carmel Drive Suite 400, Carmel, IN 46032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baron Wealth Management, Llc | Troy | MI | 01/2020 | 12/2021 |
| Valeo Financial Advisors | Indianapolis | IN | 08/2019 | 11/2019 |
| Mills Siding & Roofing | Macomb | MI | 05/2018 | 10/2019 |
| Michigan State University | East Lansing | MI | 06/2016 | 05/2019 |
| Student Painters | Macomb | MI | 02/2017 | 07/2017 |
| Valeo Financial Advisors, Llc | Carmel | IN | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-29 |
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