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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 | 2019-01-03 |
Branch Locations
10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Column Capital Advisors | Indianapolis | IN | 06/2013 | 12/2018 |
| Valeo Financial Advisors | Indianapolis | IN | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-11 |
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