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Avalon Wealth Advisory, Inc. CRD 114311
230 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
450 E 96Th Street Suite 100, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-11 |
| IL | RA | APPROVED | 2022-06-21 |
| IN | RA | APPROVED | 2000-04-18 |
Branch Locations
9775 Crosspoint Boulevard Suite 110, Indianapolis, IN 46256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avalon Wealth Advisory, Inc. | Fishers | IN | 04/2000 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-23 |
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