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Zachary Nicholas Melloh

Lji Wealth Management, LLC

Indianapolis, IN

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Current Employers
Lji Wealth Management, Llc

6569 Carrollton Avenue, Indianapolis, IN 46220 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-05-26
  • IN RA
    APPROVED
    Since 2023-05-26

Branch Locations

6569 Carrollton Avenue, Indianapolis, IN 46220 • 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
OrganizationCityStateFromTo
Lji Wealth Management, Llc Indianapolis IN 04/2023 Present
Valeo Financial Advisors Llc Carmel IN 06/2022 04/2023
Unemployed / Student Indianapolis IN 12/2012 06/2022
  • 04/2023 → Present
    Lji Wealth Management, Llc
    Indianapolis, IN
  • 06/2022 → 04/2023
    Valeo Financial Advisors Llc
    Carmel, IN
  • 12/2012 → 06/2022
    Unemployed / Student
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-08
  • S65 Uniform Investment Adviser Law Examination
    2023-05-08
Other Names
  • Zach Nicholas Melloh

View on SEC IAPD

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